Hantz Financial Services’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 | $4M | Sell |
163,843
-4,654
| -3% | -$114K | 0.06% | 235 |
|
|
2025
Q1 | $3.72M | Sell |
168,497
-2,444
| -1% | -$54K | 0.07% | 239 |
|
|
2024
Q4 | $3.96M | Sell |
170,941
-2,846
| -2% | -$66K | 0.07% | 239 |
|
|
2024
Q3 | $3.93M | Sell |
173,787
-11,118
| -6% | -$251K | 0.07% | 244 |
|
|
2024
Q2 | $3.96M | Sell |
184,905
-45,603
| -20% | -$977K | 0.08% | 236 |
|
|
2024
Q1 | $4.77M | Sell |
230,508
-10,413
| -4% | -$215K | 0.09% | 225 |
|
|
2023
Q4 | $4.53M | Sell |
240,921
-43,335
| -15% | -$815K | 0.1% | 227 |
|
|
2023
Q3 | $4.79M | Sell |
284,256
-7,458
| -3% | -$126K | 0.12% | 199 |
|
|
2023
Q2 | $5.09M | Sell |
291,714
-8,175
| -3% | -$143K | 0.13% | 196 |
|
|
2023
Q1 | $4.84M | Sell |
299,889
-6,750
| -2% | -$109K | 0.13% | 192 |
|
|
2022
Q4 | $4.62M | Sell |
306,639
-3,816
| -1% | -$57.4K | 0.14% | 188 |
|
|
2022
Q3 | $4.38M | Sell |
310,455
-9,225
| -3% | -$130K | 0.15% | 177 |
|
|
2022
Q2 | $4.76M | Sell |
319,680
-13,398
| -4% | -$199K | 0.16% | 176 |
|
|
2022
Q1 | $5.98M | Sell |
333,078
-7,242
| -2% | -$130K | 0.18% | 169 |
|
|
2021
Q4 | $6.46M | Sell |
340,320
-8,682
| -2% | -$165K | 0.19% | 151 |
|
|
2021
Q3 | $6.05M | Sell |
349,002
-17,784
| -5% | -$308K | 0.2% | 148 |
|
|
2021
Q2 | $6.36M | Sell |
366,786
-13,422
| -4% | -$233K | 0.23% | 121 |
|
|
2021
Q1 | $6.09M | Buy |
380,208
+18,894
| +5% | +$302K | 0.25% | 115 |
|
|
2020
Q4 | $5.48M | Buy |
361,314
+5,802
| +2% | +$88K | 0.24% | 121 |
|
|
2020
Q3 | $4.78M | Sell |
355,512
-19,506
| -5% | -$262K | 0.24% | 126 |
|
|
2020
Q2 | $4.63M | Buy |
375,018
+948
| +0.3% | +$11.7K | 0.26% | 122 |
|
|
2020
Q1 | $3.82M | Buy |
+374,070
| New | +$3.82M | 0.26% | 122 |
|