IFA
Index Fund Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
10,943
-5
| -0% | -$122 | 0.02% | 124 |
|
|
2025
Q1 | $242K | Sell |
10,948
-3,832
| -26% | -$84.6K | 0.02% | 87 |
|
|
2024
Q4 | $343K | Buy |
14,780
+9,857
| +200% | +$228K | 0.02% | 78 |
|
|
2024
Q3 | $334K | Buy |
4,923
+1,583
| +47% | +$107K | 0.02% | 78 |
|
|
2024
Q2 | $215K | Sell |
3,340
-578
| -15% | -$37.1K | 0.01% | 88 |
|
|
2024
Q1 | $243K | Buy |
3,918
+5
| +0.1% | +$310 | 0.01% | 86 |
|
|
2023
Q4 | $221K | Buy |
+3,913
| New | +$221K | 0.01% | 86 |
|
|
2023
Q3 | – | Sell |
-50,813
| Closed | -$2.66M | – | 100 |
|
|
2023
Q2 | $2.66M | Buy |
50,813
+270
| +0.5% | +$14.1K | 0.17% | 16 |
|
|
2023
Q1 | $2.44M | Sell |
50,543
-294
| -0.6% | -$14.2K | 0.17% | 16 |
|
|
2022
Q4 | $2.3M | Buy |
50,837
+217
| +0.4% | +$9.8K | 0.16% | 17 |
|
|
2022
Q3 | $2.14M | Buy |
50,620
+210
| +0.4% | +$8.9K | 0.17% | 16 |
|
|
2022
Q2 | $2.25M | Sell |
50,410
-13,283
| -21% | -$593K | 0.17% | 14 |
|
|
2022
Q1 | $3.43M | Buy |
63,693
+31,005
| +95% | +$1.67M | 0.26% | 12 |
|
|
2021
Q4 | $3.72M | Buy |
+32,688
| New | +$3.72M | 0.26% | 12 |
|