HighTower Advisors’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
Q2 | $349M | Buy |
|
|||||
|
2025
Q1 | $309M | Buy |
|
|||||
|
2024
Q4 | $256M | Buy |
|
|||||
|
2024
Q3 | $249M | Buy |
|
|||||
|
2024
Q2 | $234M | Sell |
|
|||||
|
2024
Q1 | $228M | Sell |
|
|||||
|
2023
Q4 | $208M | Buy |
|
|||||
|
2023
Q3 | $181M | Buy |
|
|||||
|
2023
Q2 | $171M | Buy |
|
|||||
|
2023
Q1 | $155M | Sell |
|
|||||
|
2022
Q4 | $155M | Buy |
|
|||||
|
2022
Q3 | $145M | Buy |
|
|||||
|
2022
Q2 | $149M | Buy |
|
|||||
|
2022
Q1 | $177M | Buy |
|
|||||
|
2021
Q4 | $173M | Buy |
|
|||||
|
2021
Q3 | $55.1M | Buy |
|
|||||
|
2021
Q2 | $53.6M | Buy |
|
|||||
|
2021
Q1 | $49M | Buy |
|
|||||
|
2020
Q4 | $44.9M | Sell |
|
|||||
|
2020
Q3 | $40.1M | Buy |
|
|||||
|
2020
Q2 | $34.9M | Buy |
|
|||||
|
2020
Q1 | $24.3M | Sell |
|
|||||
|
2019
Q4 | $46.1M | Buy |
|
|||||
|
2019
Q3 | $40.6M | Buy |
|
|||||
|
2019
Q2 | $39.4M | Buy |
|
|||||
|
2019
Q1 | $30.6M | Sell |
|
|||||
|
2018
Q4 | $31.4M | Buy |
|
|||||
|
2018
Q3 | $17.7M | Buy |
|
|||||
|
2018
Q2 | $10.7M | Sell |
|
|||||
|
2018
Q1 | $10.5M | Sell |
|
|||||
|
2017
Q4 | $10.7M | Sell |
|
|||||
|
2017
Q3 | $10.3M | Buy |
|
|||||
|
2017
Q2 | $9.53M | Buy |
|
|||||
|
2017
Q1 | $8.9M | Buy |
|
|||||
|
2016
Q4 | $7.31M | Buy |
|
|||||
|
2016
Q3 | $2.16M | Buy |
|
|||||
|
2016
Q2 | $1.45M | Sell |
|
|||||
|
2016
Q1 | $4.97M | Sell |
|
|||||
|
2015
Q4 | $23.3M | Buy |
|
|||||
|
2015
Q3 | $1.64M | Buy |
|
|||||
|
2015
Q2 | $1.06M | Buy |
|
|||||
|
2015
Q1 | $439K | Sell |
|
|||||
|
2014
Q4 | $583K | Buy |
|
|||||
|
2014
Q3 | $398K | Sell |
|
|||||
|
2014
Q2 | $502K | Buy |
|
|||||
|
2014
Q1 | $464K | Buy |
|
|||||
|
2013
Q4 | $416K | Buy |
|
|||||
|
2013
Q3 | $335K | Buy |
|
|||||
|
2013
Q2 | $297K | Buy |
|