Hurlow Wealth Management Group’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 | $3.29M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.59M | Sell |
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|
2020
Q1 | $4.09M | Buy |
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|
2019
Q4 | $4.69M | Sell |
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|
2019
Q3 | $4.53M | Sell |
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|
2019
Q2 | $5.12M | Buy |
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|
2019
Q1 | $4.93M | Sell |
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|
2018
Q4 | $4.55M | Buy |
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