Highland Capital Management (Tennessee)’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Hold |
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|
2025
Q2 | $394K | Hold |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $370K | Buy |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $215K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $43K | Hold |
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|
2015
Q2 | $47K | Buy |
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