HKIMG
Hutchens & Kramer Investment Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
185,379
-6,490
| -3% | -$159K | 2.08% | 9 |
|
|
2025
Q1 | $4.24M | Sell |
191,869
-4,541
| -2% | -$100K | 2.33% | 10 |
|
|
2024
Q4 | $4.55M | Buy |
196,410
+128,965
| +191% | +$2.99M | 2.47% | 8 |
|
|
2024
Q3 | $4.53M | Sell |
67,445
-2,690
| -4% | -$181K | 2.52% | 8 |
|
|
2024
Q2 | $4.52M | Sell |
70,135
-342
| -0.5% | -$22K | 2.49% | 7 |
|
|
2024
Q1 | $4.37M | Sell |
70,477
-15,157
| -18% | -$939K | 2.58% | 8 |
|
|
2023
Q4 | $4.83M | Sell |
85,634
-5,686
| -6% | -$321K | 3.4% | 6 |
|
|
2023
Q3 | $4.62M | Buy |
91,320
+1,822
| +2% | +$92.1K | 3.67% | 5 |
|
|
2023
Q2 | $4.69M | Sell |
89,498
-3,854
| -4% | -$202K | 3.75% | 5 |
|
|
2023
Q1 | $4.52M | Sell |
93,352
-5,111
| -5% | -$247K | 3.9% | 3 |
|
|
2022
Q4 | $4.45M | Sell |
98,463
-2,887
| -3% | -$130K | 3.26% | 5 |
|
|
2022
Q3 | $4.4M | Sell |
101,350
-8,452
| -8% | -$367K | 3.59% | 5 |
|
|
2022
Q2 | $4.95M | Sell |
109,802
-184
| -0.2% | -$8.3K | 3.65% | 4 |
|
|
2022
Q1 | $5.94M | Sell |
109,986
-112
| -0.1% | -$6.05K | 3.3% | 6 |
|
|
2021
Q4 | $5.92M | Buy |
+110,098
| New | +$5.92M | 3.74% | 5 |
|