IMA Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.1M | Sell |
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|
2025
Q1 | $39.9M | Sell |
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|
2024
Q4 | $42.7M | Sell |
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|
2024
Q3 | $42.6M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $30.2M | Sell |
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|
2023
Q2 | $34.2M | Sell |
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|
2023
Q1 | $32.6M | Buy |
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|
2022
Q4 | $30M | Buy |
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|
2022
Q3 | $28.2M | Sell |
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|
2022
Q2 | $29.9M | Buy |
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|
2022
Q1 | $34M | Buy |
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|
2021
Q4 | $34.9M | Buy |
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|
2021
Q3 | $30.4M | Sell |
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|
2021
Q2 | $31.3M | Buy |
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|
2021
Q1 | $28.5M | Buy |
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|
2020
Q4 | $26.7M | Buy |
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|
2020
Q3 | $23.1M | Sell |
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|
2020
Q2 | $21.6M | Buy |
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|
2020
Q1 | $10.8M | Buy |
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|
2019
Q4 | $11.6M | Buy |
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|
2019
Q3 | $10.5M | Buy |
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|
2019
Q2 | $10.1M | Buy |
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|
2019
Q1 | $8.69M | Buy |
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|
2018
Q4 | $7.19M | Buy |
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|
2018
Q3 | $6.29M | Buy |
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|
2018
Q2 | $5.35M | Sell |
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|
2018
Q1 | $5.2M | Sell |
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|
2017
Q4 | $5.26M | Buy |
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|
2017
Q3 | $4.61M | Sell |
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|
2017
Q2 | $5.03M | Buy |
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|
2017
Q1 | $4.12M | Buy |
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|
2016
Q4 | $832K | Buy |
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