Human Investing’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 | $1.6M | Buy |
65,107
+4,873
| +8% | +$120K | 0.25% | 31 |
|
|
2025
Q1 | $1.33M | Buy |
60,234
+1,927
| +3% | +$42.5K | 0.23% | 35 |
|
|
2024
Q4 | $1.35M | Sell |
58,307
-1,579
| -3% | -$36.6K | 0.24% | 33 |
|
|
2024
Q3 | $1.35M | Sell |
59,886
-10,635
| -15% | -$241K | 0.25% | 35 |
|
|
2024
Q2 | $1.51M | Sell |
70,521
-2,724
| -4% | -$58.3K | 0.29% | 32 |
|
|
2024
Q1 | $1.52M | Sell |
73,245
-813
| -1% | -$16.8K | 0.3% | 32 |
|
|
2023
Q4 | $1.39M | Sell |
74,058
-1,872
| -2% | -$35.2K | 0.3% | 33 |
|
|
2023
Q3 | $1.28M | Buy |
75,930
+36
| +0% | +$607 | 0.3% | 33 |
|
|
2023
Q2 | $1.32M | Sell |
75,894
-636
| -0.8% | -$11.1K | 0.3% | 33 |
|
|
2023
Q1 | $1.23M | Buy |
76,530
+105
| +0.1% | +$1.69K | 0.3% | 35 |
|
|
2022
Q4 | $1.15M | Sell |
76,425
-6,375
| -8% | -$95.9K | 0.29% | 38 |
|
|
2022
Q3 | $1.17M | Sell |
82,800
-8,049
| -9% | -$114K | 0.3% | 43 |
|
|
2022
Q2 | $1.35M | Buy |
90,849
+7,068
| +8% | +$105K | 0.33% | 43 |
|
|
2022
Q1 | $1.5M | Buy |
83,781
+429
| +0.5% | +$7.7K | 0.33% | 42 |
|
|
2021
Q4 | $1.58M | Buy |
83,352
+3,660
| +5% | +$69.4K | 0.38% | 40 |
|
|
2021
Q3 | $1.38M | Sell |
79,692
-906
| -1% | -$15.7K | 0.33% | 45 |
|
|
2021
Q2 | $1.4M | Sell |
80,598
-211,812
| -72% | -$3.67M | 0.34% | 45 |
|
|
2021
Q1 | $4.68M | Buy |
292,410
+2,634
| +0.9% | +$42.2K | 1.19% | 15 |
|
|
2020
Q4 | $4.39M | Buy |
289,776
+21,240
| +8% | +$322K | 1.24% | 16 |
|
|
2020
Q3 | $3.61M | Buy |
268,536
+105,168
| +64% | +$1.41M | 1.18% | 14 |
|
|
2020
Q2 | $2.02M | Sell |
163,368
-15,402
| -9% | -$190K | 0.71% | 29 |
|
|
2020
Q1 | $1.83M | Buy |
178,770
+15,318
| +9% | +$156K | 0.79% | 29 |
|
|
2019
Q4 | $2.09M | Buy |
163,452
+10,794
| +7% | +$138K | 0.68% | 38 |
|
|
2019
Q3 | $1.81M | Buy |
152,658
+1,728
| +1% | +$20.4K | 0.64% | 42 |
|
|
2019
Q2 | $1.77M | Buy |
150,930
+21,072
| +16% | +$247K | 0.64% | 44 |
|
|
2019
Q1 | $1.46M | Buy |
129,858
+5,820
| +5% | +$65.6K | 0.55% | 53 |
|
|
2018
Q4 | $1.23M | Buy |
+124,038
| New | +$1.23M | 0.51% | 58 |
|