IFP Advisors’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 | $14.5M | Buy |
592,045
+25,818
| +5% | +$631K | 0.41% | 43 |
|
|
2025
Q1 | $12.5M | Sell |
566,227
-4,223
| -0.7% | -$93.2K | 0.39% | 47 |
|
|
2024
Q4 | $13.2M | Buy |
570,450
+5,133
| +0.9% | +$119K | 0.43% | 39 |
|
|
2024
Q3 | $12.8M | Buy |
565,317
+25,845
| +5% | +$585K | 0.46% | 37 |
|
|
2024
Q2 | $11.6M | Buy |
539,472
+10,872
| +2% | +$233K | 0.46% | 39 |
|
|
2024
Q1 | $10.9M | Sell |
528,600
-16,818
| -3% | -$348K | 0.48% | 45 |
|
|
2023
Q4 | $10.3M | Sell |
545,418
-63,081
| -10% | -$1.19M | 0.48% | 41 |
|
|
2023
Q3 | $10.3M | Sell |
608,499
-14,532
| -2% | -$245K | 0.46% | 45 |
|
|
2023
Q2 | $10.9M | Sell |
623,031
-35,214
| -5% | -$615K | 0.45% | 44 |
|
|
2023
Q1 | $14.4M | Sell |
658,245
-1,109,550
| -63% | -$24.2M | 0.63% | 26 |
|
|
2022
Q4 | $38.6M | Sell |
1,767,795
-60,513
| -3% | -$1.32M | 1.03% | 7 |
|
|
2022
Q3 | $40M | Buy |
1,828,308
+63,297
| +4% | +$1.38M | 1.04% | 5 |
|
|
2022
Q2 | $38.6M | Hold |
1,765,011
| – | – | 1.24% | 3 |
|
|
2022
Q1 | $38.6M | Buy |
1,765,011
+1,177,965
| +201% | +$25.7M | 1.24% | 3 |
|
|
2021
Q4 | $11.1M | Buy |
587,046
+41,454
| +8% | +$787K | 0.22% | 49 |
|
|
2021
Q3 | $9.47M | Buy |
545,592
+62,520
| +13% | +$1.09M | 0.19% | 56 |
|
|
2021
Q2 | $8.38M | Buy |
483,072
+56,298
| +13% | +$976K | 0.17% | 65 |
|
|
2021
Q1 | $6.83M | Sell |
426,774
-7,074
| -2% | -$113K | 0.13% | 77 |
|
|
2020
Q4 | $6.58M | Sell |
433,848
-1,932
| -0.4% | -$29.3K | 0.27% | 61 |
|
|
2020
Q3 | $5.85M | Sell |
435,780
-88,236
| -17% | -$1.18M | 0.35% | 54 |
|
|
2020
Q2 | $6.38M | Sell |
524,016
-90,372
| -15% | -$1.1M | 0.51% | 38 |
|
|
2020
Q1 | $6.36M | Sell |
614,388
-137,184
| -18% | -$1.42M | 0.64% | 26 |
|
|
2019
Q4 | $9.64M | Buy |
751,572
+186,792
| +33% | +$2.4M | 0.72% | 20 |
|
|
2019
Q3 | $6.64M | Buy |
+564,780
| New | +$6.64M | 0.44% | 48 |
|
|
2019
Q1 | $389K | Sell |
34,506
-271,104
| -89% | -$3.06M | 0.05% | 327 |
|
|
2018
Q4 | $3.01M | Sell |
305,610
-140,928
| -32% | -$1.39M | 0.18% | 130 |
|
|
2018
Q3 | $5.18M | Buy |
446,538
+163,842
| +58% | +$1.9M | 0.21% | 107 |
|
|
2018
Q2 | $3.06M | Buy |
282,696
+65,808
| +30% | +$713K | 0.13% | 181 |
|
|
2018
Q1 | $2.31M | Hold |
216,888
| – | – | 0.1% | 220 |
|
|
2017
Q4 | $2.31M | Buy |
216,888
+38,388
| +22% | +$408K | 0.1% | 220 |
|
|
2017
Q3 | $1.79M | Sell |
178,500
-2,382
| -1% | -$23.8K | 0.07% | 287 |
|
|
2017
Q2 | $1.74M | Buy |
180,882
+13,488
| +8% | +$130K | 0.07% | 293 |
|
|
2017
Q1 | $1.57M | Buy |
167,394
+61,422
| +58% | +$576K | 0.07% | 305 |
|
|
2016
Q4 | $941K | Buy |
105,972
+62,298
| +143% | +$553K | 0.05% | 400 |
|
|
2016
Q3 | $376K | Buy |
43,674
+12,360
| +39% | +$106K | 0.02% | 694 |
|
|
2016
Q2 | $260K | Sell |
31,314
-3,192
| -9% | -$26.5K | 0.01% | 844 |
|
|
2016
Q1 | $389K | Buy |
34,506
+3,378
| +11% | +$38.1K | 0.05% | 327 |
|
|
2015
Q4 | $252K | Buy |
+31,128
| New | +$252K | 0.02% | 738 |
|