IFG Advisory’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 | $1.45M | Sell |
59,386
-2,321
| -4% | -$56.7K | 0.07% | 276 |
|
|
2025
Q1 | $1.36M | Buy |
61,707
+11,691
| +23% | +$258K | 0.08% | 273 |
|
|
2024
Q4 | $1.16M | Buy |
50,016
+3,396
| +7% | +$78.7K | 0.07% | 270 |
|
|
2024
Q3 | $1.05M | Sell |
46,620
-561
| -1% | -$12.7K | 0.07% | 267 |
|
|
2024
Q2 | $1.01M | Sell |
47,181
-300
| -0.6% | -$6.43K | 0.06% | 275 |
|
|
2024
Q1 | $982K | Buy |
47,481
+777
| +2% | +$16.1K | 0.07% | 251 |
|
|
2023
Q4 | $878K | Buy |
46,704
+21,357
| +84% | +$402K | 0.06% | 266 |
|
|
2023
Q3 | $428K | Buy |
+25,347
| New | +$428K | 0.04% | 375 |
|
|
2021
Q4 | – | Sell |
-157,578
| Closed | -$2.73M | – | 512 |
|
|
2021
Q3 | $2.73M | Sell |
157,578
-15,282
| -9% | -$265K | 0.29% | 71 |
|
|
2021
Q2 | $3M | Sell |
172,860
-1,956
| -1% | -$33.9K | 0.33% | 66 |
|
|
2021
Q1 | $2.8M | Buy |
174,816
+33,708
| +24% | +$539K | 0.35% | 69 |
|
|
2020
Q4 | $2.14M | Buy |
+141,108
| New | +$2.14M | 0.3% | 78 |
|