Ifrah Financial Services’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
$1.53M Sell
62,780
-1,963
-3% -$48K 0.42% 50
2025
Q1
$1.43M Sell
64,743
-2,326
-3% -$51.4K 0.41% 50
2024
Q4
$1.55M Buy
67,069
+1,525
+2% +$35.3K 0.43% 47
2024
Q3
$1.48M Sell
65,544
-615
-0.9% -$13.9K 0.4% 54
2024
Q2
$1.42M Sell
66,159
-240
-0.4% -$5.14K 0.4% 52
2024
Q1
$1.37M Buy
66,399
+1,455
+2% +$30.1K 0.39% 57
2023
Q4
$1.22M Sell
64,944
-1,473
-2% -$27.7K 0.36% 57
2023
Q3
$1.12M Sell
66,417
-198
-0.3% -$3.34K 0.35% 59
2023
Q2
$1.16M Sell
66,615
-1,665
-2% -$29.1K 0.35% 59
2023
Q1
$1.1M Buy
68,280
+114
+0.2% +$1.84K 0.35% 59
2022
Q4
$1.03M Sell
68,166
-654
-1% -$9.84K 0.34% 59
2022
Q3
$972K Buy
68,820
+258
+0.4% +$3.64K 0.33% 61
2022
Q2
$1.02M Buy
68,562
+228
+0.3% +$3.4K 0.33% 61
2022
Q1
$1.23M Sell
68,334
-5,328
-7% -$95.7K 0.34% 58
2021
Q4
$1.4M Sell
73,662
-1,662
-2% -$31.5K 0.37% 57
2021
Q3
$1.31M Buy
75,324
+822
+1% +$14.3K 0.38% 56
2021
Q2
$1.29M Sell
74,502
-696
-0.9% -$12.1K 0.37% 56
2021
Q1
$1.2M Sell
75,198
-1,398
-2% -$22.4K 0.36% 58
2020
Q4
$1.16M Sell
76,596
-2,970
-4% -$45K 0.37% 57
2020
Q3
$1.07M Sell
79,566
-7,380
-8% -$99.2K 0.38% 56
2020
Q2
$1.07M Buy
86,946
+5,094
+6% +$62.9K 0.39% 56
2020
Q1
$836K Sell
81,852
-3,714
-4% -$37.9K 0.35% 61
2019
Q4
$1.1M Sell
85,566
-972
-1% -$12.4K 0.39% 55
2019
Q3
$1.02M Buy
86,538
+3,768
+5% +$44.5K 0.37% 62
2019
Q2
$968K Sell
82,770
-750
-0.9% -$8.77K 0.36% 65
2019
Q1
$941K Buy
83,520
+624
+0.8% +$7.03K 0.36% 66
2018
Q4
$825K Buy
82,896
+1,416
+2% +$14.1K 0.35% 63
2018
Q3
$945K Buy
81,480
+4,608
+6% +$53.4K 0.33% 61
2018
Q2
$833K Sell
76,872
-3,924
-5% -$42.5K 0.3% 67
2018
Q1
$849K Sell
80,796
-6,066
-7% -$63.7K 0.31% 69
2017
Q4
$923K Buy
86,862
+1,644
+2% +$17.5K 0.33% 62
2017
Q3
$853K Buy
85,218
+2,466
+3% +$24.7K 0.32% 56
2017
Q2
$797K Buy
82,752
+1,962
+2% +$18.9K 0.31% 58
2017
Q1
$758K Sell
80,790
-4,776
-6% -$44.8K 0.3% 63
2016
Q4
$760K Buy
85,566
+3,600
+4% +$32K 0.31% 65
2016
Q3
$705K Buy
81,966
+2,850
+4% +$24.5K 0.28% 67
2016
Q2
$656K Sell
79,116
-744
-0.9% -$6.17K 0.26% 66
2016
Q1
$650K Sell
79,860
-4,206
-5% -$34.2K 0.26% 73
2015
Q4
$681K Sell
84,066
-588
-0.7% -$4.76K 0.27% 77
2015
Q3
$646K Sell
84,654
-1,542
-2% -$11.8K 0.26% 76
2015
Q2
$708K Sell
86,196
-17,262
-17% -$142K 0.26% 73
2015
Q1
$855K Sell
103,458
-42
-0% -$347 0.32% 58
2014
Q4
$846K Sell
103,500
-5,670
-5% -$46.3K 0.33% 62
2014
Q3
$855K Sell
109,170
-5,718
-5% -$44.8K 0.33% 60
2014
Q2
$897K Sell
114,888
-18,954
-14% -$148K 0.34% 60
2014
Q1
$997K Buy
133,842
+864
+0.6% +$6.44K 0.39% 50
2013
Q4
$977K Sell
132,978
-594
-0.4% -$4.36K 0.39% 50
2013
Q3
$895K Sell
133,572
-3,522
-3% -$23.6K 0.43% 47
2013
Q2
$873K Buy
+137,094
New +$873K 0.44% 46