Independent Advisor Alliance’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 | $853K | Buy |
34,917
+8,222
| +31% | +$201K | 0.02% | 447 |
|
|
2025
Q1 | $589K | Sell |
26,695
-3,971
| -13% | -$87.7K | 0.02% | 488 |
|
|
2024
Q4 | $711K | Buy |
30,666
+17,421
| +132% | +$404K | 0.01% | 833 |
|
|
2024
Q3 | $300K | Buy |
13,245
+1,902
| +17% | +$43K | 0.01% | 565 |
|
|
2024
Q2 | $243K | Sell |
11,343
-2,943
| -21% | -$63K | 0.01% | 625 |
|
|
2024
Q1 | $296K | Hold |
14,286
| – | – | 0.01% | 574 |
|
|
2023
Q4 | $269K | Hold |
14,286
| – | – | 0.01% | 574 |
|
|
2023
Q3 | $241K | Sell |
14,286
-5,058
| -26% | -$85.3K | 0.01% | 569 |
|
|
2023
Q2 | $338K | Sell |
19,344
-492
| -2% | -$8.59K | 0.01% | 507 |
|
|
2023
Q1 | $320K | Sell |
19,836
-321
| -2% | -$5.18K | 0.02% | 505 |
|
|
2022
Q4 | $303K | Sell |
20,157
-4,623
| -19% | -$69.6K | 0.1% | 112 |
|
|
2022
Q3 | $350K | Buy |
24,780
+4,569
| +23% | +$64.5K | 0.02% | 455 |
|
|
2022
Q2 | $301K | Sell |
20,211
-1,269
| -6% | -$18.9K | 0.02% | 482 |
|
|
2022
Q1 | $386K | Sell |
21,480
-330
| -2% | -$5.93K | 0.02% | 459 |
|
|
2021
Q4 | $414K | Buy |
21,810
+8,088
| +59% | +$154K | 0.02% | 438 |
|
|
2021
Q3 | $238K | Buy |
13,722
+462
| +3% | +$8.01K | 0.01% | 551 |
|
|
2021
Q2 | $230K | Sell |
13,260
-6,846
| -34% | -$119K | 0.01% | 557 |
|
|
2021
Q1 | $322K | Sell |
20,106
-804
| -4% | -$12.9K | 0.02% | 470 |
|
|
2020
Q4 | $317K | Sell |
20,910
-3,066
| -13% | -$46.5K | 0.02% | 426 |
|
|
2020
Q3 | $318K | Sell |
23,976
-6,084
| -20% | -$80.7K | 0.02% | 377 |
|
|
2020
Q2 | $397K | Sell |
30,060
-9,150
| -23% | -$121K | 0.04% | 313 |
|
|
2020
Q1 | $400K | Sell |
39,210
-42,834
| -52% | -$437K | 0.06% | 238 |
|
|
2019
Q4 | $1.05M | Buy |
82,044
+43,146
| +111% | +$552K | 0.05% | 352 |
|
|
2019
Q3 | $477K | Sell |
38,898
-31,818
| -45% | -$390K | 0.06% | 261 |
|
|
2019
Q2 | $1K | Sell |
70,716
-3,936
| -5% | -$56 | ﹤0.01% | 413 |
|
|
2019
Q1 | $841K | Sell |
74,652
-8,358
| -10% | -$94.2K | 0.12% | 166 |
|
|
2018
Q4 | $895K | Buy |
+83,010
| New | +$895K | 0.16% | 127 |
|