Integrated Advisors Network’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 | $4.37M | Sell |
178,884
-13,458
| -7% | -$329K | 0.2% | 129 |
|
|
2025
Q1 | $4.25M | Buy |
192,342
+103
| +0.1% | +$2.27K | 0.21% | 110 |
|
|
2024
Q4 | $4.46M | Buy |
192,239
+1,463
| +0.8% | +$33.9K | 0.21% | 118 |
|
|
2024
Q3 | $4.31M | Sell |
190,776
-6,090
| -3% | -$138K | 0.2% | 126 |
|
|
2024
Q2 | $4.22M | Sell |
196,866
-2,928
| -1% | -$62.7K | 0.22% | 122 |
|
|
2024
Q1 | $4.13M | Sell |
199,794
-3,576
| -2% | -$74K | 0.21% | 128 |
|
|
2023
Q4 | $3.82M | Buy |
203,370
+6,768
| +3% | +$127K | 0.22% | 132 |
|
|
2023
Q3 | $3.32M | Sell |
196,602
-9,906
| -5% | -$167K | 0.2% | 139 |
|
|
2023
Q2 | $3.6M | Sell |
206,508
-1,791
| -0.9% | -$31.3K | 0.21% | 131 |
|
|
2023
Q1 | $3.36M | Sell |
208,299
-4,074
| -2% | -$65.7K | 0.2% | 131 |
|
|
2022
Q4 | $3.2M | Sell |
212,373
-2,703
| -1% | -$40.7K | 0.21% | 140 |
|
|
2022
Q3 | $3.04M | Buy |
215,076
+2,904
| +1% | +$41K | 0.21% | 133 |
|
|
2022
Q2 | $3.16M | Buy |
212,172
+192
| +0.1% | +$2.86K | 0.21% | 137 |
|
|
2022
Q1 | $3.81M | Buy |
211,980
+8,358
| +4% | +$150K | 0.22% | 115 |
|
|
2021
Q4 | $3.86M | Buy |
203,622
+12,168
| +6% | +$231K | 0.23% | 113 |
|
|
2021
Q3 | $3.32M | Buy |
191,454
+58,674
| +44% | +$1.02M | 0.22% | 123 |
|
|
2021
Q2 | $2.3M | Sell |
132,780
-1,752
| -1% | -$30.4K | 0.17% | 151 |
|
|
2021
Q1 | $2.15M | Sell |
134,532
-1,824
| -1% | -$29.2K | 0.2% | 137 |
|
|
2020
Q4 | $2.07M | Buy |
136,356
+8,130
| +6% | +$123K | 0.23% | 128 |
|
|
2020
Q3 | $1.72M | Sell |
128,226
-10,866
| -8% | -$146K | 0.22% | 122 |
|
|
2020
Q2 | $1.72M | Buy |
139,092
+41,418
| +42% | +$512K | 0.2% | 135 |
|
|
2020
Q1 | $997K | Sell |
97,674
-2,640
| -3% | -$26.9K | 0.2% | 133 |
|
|
2019
Q4 | $1.28M | Buy |
+100,314
| New | +$1.28M | 0.17% | 166 |
|