Hudock Inc’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 | $413K | Buy |
16,914
+12
| +0.1% | +$293 | 0.07% | 122 |
|
|
2025
Q1 | $373K | Buy |
16,902
+12
| +0.1% | +$265 | 0.07% | 118 |
|
|
2024
Q4 | $392K | Buy |
16,890
+12
| +0.1% | +$278 | 0.07% | 115 |
|
|
2024
Q3 | $382K | Buy |
16,878
+465
| +3% | +$10.5K | 0.07% | 112 |
|
|
2024
Q2 | $352K | Hold |
16,413
| – | – | 0.07% | 117 |
|
|
2024
Q1 | $340K | Sell |
16,413
-1,803
| -10% | -$37.3K | 0.07% | 105 |
|
|
2023
Q4 | $342K | Buy |
18,216
+24
| +0.1% | +$451 | 0.07% | 107 |
|
|
2023
Q3 | $307K | Buy |
18,192
+18
| +0.1% | +$304 | 0.07% | 109 |
|
|
2023
Q2 | $317K | Buy |
18,174
+21
| +0.1% | +$367 | 0.08% | 107 |
|
|
2023
Q1 | $293K | Buy |
18,153
+33
| +0.2% | +$532 | 0.07% | 114 |
|
|
2022
Q4 | $273K | Buy |
18,120
+39
| +0.2% | +$587 | 0.09% | 113 |
|
|
2022
Q3 | $255K | Sell |
18,081
-4,662
| -20% | -$65.7K | 0.09% | 117 |
|
|
2022
Q2 | $338K | Buy |
22,743
+36
| +0.2% | +$535 | 0.11% | 93 |
|
|
2022
Q1 | $407K | Buy |
22,707
+27
| +0.1% | +$484 | 0.11% | 95 |
|
|
2021
Q4 | $430K | Sell |
22,680
-2,724
| -11% | -$51.6K | 0.12% | 90 |
|
|
2021
Q3 | $440K | Buy |
25,404
+36
| +0.1% | +$624 | 0.13% | 89 |
|
|
2021
Q2 | $439K | Sell |
25,368
-3,030
| -11% | -$52.4K | 0.13% | 90 |
|
|
2021
Q1 | $454K | Buy |
28,398
+3,168
| +13% | +$50.6K | 0.14% | 84 |
|
|
2020
Q4 | $382K | Buy |
25,230
+906
| +4% | +$13.7K | 0.12% | 90 |
|
|
2020
Q3 | $326K | Buy |
+24,324
| New | +$326K | 0.12% | 86 |
|
|
2020
Q1 | – | Sell |
-2,760
| Closed | -$35K | – | 737 |
|
|
2019
Q4 | $35K | Sell |
2,760
-660
| -19% | -$8.37K | 0.01% | 286 |
|
|
2019
Q3 | $40K | Hold |
3,420
| – | – | 0.01% | 271 |
|
|
2019
Q2 | $40K | Hold |
3,420
| – | – | 0.01% | 275 |
|
|
2019
Q1 | $38K | Hold |
3,420
| – | – | 0.01% | 272 |
|
|
2018
Q4 | $33K | Sell |
3,420
-1,260
| -27% | -$12.2K | 0.01% | 272 |
|
|
2018
Q3 | $54K | Buy |
+4,680
| New | +$54K | 0.02% | 236 |
|