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 |
|