Greenwood Gearhart’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Sell |
4,839,557
-1,523,751
| -24% | -$37.2M | 7.39% | 2 |
|
|
2025
Q1 | $141M | Buy |
6,363,308
+439,500
| +7% | +$9.7M | 9.72% | 2 |
|
|
2024
Q4 | $137M | Buy |
5,923,808
+629,120
| +12% | +$14.6M | 9.47% | 2 |
|
|
2024
Q3 | $120M | Buy |
5,294,688
+512,799
| +11% | +$11.6M | 9.95% | 2 |
|
|
2024
Q2 | $102M | Buy |
4,781,889
+110,646
| +2% | +$2.37M | 9.66% | 2 |
|
|
2024
Q1 | $96.6M | Buy |
4,671,243
+1,347,378
| +41% | +$27.9M | 9.43% | 2 |
|
|
2023
Q4 | $62.5M | Buy |
3,323,865
+2,996,382
| +915% | +$56.3M | 6.66% | 2 |
|
|
2023
Q3 | $5.52M | Buy |
327,483
+6,915
| +2% | +$117K | 0.65% | 51 |
|
|
2023
Q2 | $5.6M | Sell |
320,568
-296,685
| -48% | -$5.18M | 0.65% | 50 |
|
|
2023
Q1 | $9.95M | Sell |
617,253
-594,726
| -49% | -$9.59M | 1.27% | 38 |
|
|
2022
Q4 | $18.2M | Buy |
1,211,979
+26,526
| +2% | +$399K | 2.58% | 10 |
|
|
2022
Q3 | $16.7M | Buy |
1,185,453
+23,088
| +2% | +$326K | 2.66% | 9 |
|
|
2022
Q2 | $17.3M | Buy |
1,162,365
+481,779
| +71% | +$7.17M | 2.75% | 7 |
|
|
2022
Q1 | $12.2M | Buy |
680,586
+21,114
| +3% | +$379K | 1.68% | 22 |
|
|
2021
Q4 | $12.5M | Buy |
659,472
+7,452
| +1% | +$141K | 1.72% | 23 |
|
|
2021
Q3 | $11.3M | Sell |
652,020
-214,482
| -25% | -$3.72M | 1.75% | 24 |
|
|
2021
Q2 | $15M | Buy |
866,502
+28,074
| +3% | +$486K | 2.42% | 14 |
|
|
2021
Q1 | $13.4M | Sell |
838,428
-193,968
| -19% | -$3.1M | 2.39% | 14 |
|
|
2020
Q4 | $15.6M | Buy |
1,032,396
+19,326
| +2% | +$293K | 3.05% | 7 |
|
|
2020
Q3 | $13.6M | Buy |
1,013,070
+4,782
| +0.5% | +$64.3K | 3.15% | 6 |
|
|
2020
Q2 | $12.5M | Buy |
1,008,288
+61,290
| +6% | +$757K | 3.28% | 7 |
|
|
2020
Q1 | $9.67M | Buy |
946,998
+411,594
| +77% | +$4.2M | 3.16% | 5 |
|
|
2019
Q4 | $6.85M | Buy |
535,404
+8,706
| +2% | +$111K | 1.77% | 26 |
|
|
2019
Q3 | $6.23M | Buy |
526,698
+40,854
| +8% | +$483K | 1.72% | 25 |
|
|
2019
Q2 | $5.68M | Buy |
+485,844
| New | +$5.68M | 1.52% | 31 |
|