Integrated Wealth Concepts’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 | $75.9M | Buy |
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|
2025
Q1 | $66.5M | Sell |
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|
2024
Q4 | $71M | Buy |
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|
2024
Q3 | $69.1M | Buy |
|
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|
2024
Q2 | $64.3M | Sell |
|
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|
2024
Q1 | $91.8M | Buy |
|
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|
2023
Q4 | $81.8M | Sell |
|
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|
2023
Q3 | $73.5M | Buy |
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|
2023
Q2 | $66.9M | Buy |
|
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|
2023
Q1 | $58.8M | Buy |
|
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|
2022
Q4 | $54.2M | Buy |
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|
2022
Q3 | $25M | Buy |
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|
2022
Q2 | $24.5M | Buy |
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|
2022
Q1 | $21.8M | Sell |
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|
2021
Q4 | $32.2M | Buy |
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|
2021
Q3 | $25.7M | Buy |
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|
2021
Q2 | $23.3M | Buy |
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|
2021
Q1 | $15.1M | Buy |
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|
2020
Q4 | $13.2M | Buy |
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|
2020
Q3 | $11M | Buy |
|