IF
Ironwood Financial’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 | $1.51M | Hold |
68,586
| – | – | 0.32% | 65 |
|
|
2025
Q1 | $1.51M | Sell |
68,586
-312
| -0.5% | -$6.89K | 0.32% | 65 |
|
|
2024
Q4 | $1.6M | Buy |
68,898
+48,673
| +241% | +$1.13M | 0.34% | 60 |
|
|
2024
Q3 | $1.37M | Sell |
20,225
-326
| -2% | -$22.1K | 0.29% | 64 |
|
|
2024
Q2 | $1.32M | Sell |
20,551
-129
| -0.6% | -$8.29K | 0.3% | 65 |
|
|
2024
Q1 | $1.28M | Buy |
20,680
+5
| +0% | +$310 | 0.3% | 64 |
|
|
2023
Q4 | $1.17M | Sell |
20,675
-289
| -1% | -$16.3K | 0.28% | 64 |
|
|
2023
Q3 | $1.06M | Sell |
20,964
-543
| -3% | -$27.5K | 0.29% | 58 |
|
|
2023
Q2 | $1.13M | Buy |
21,507
+824
| +4% | +$43.2K | 0.3% | 59 |
|
|
2023
Q1 | $1M | Buy |
20,683
+544
| +3% | +$26.3K | 0.28% | 61 |
|
|
2022
Q4 | $909K | Buy |
20,139
+384
| +2% | +$17.3K | 0.28% | 62 |
|
|
2022
Q3 | $837K | Sell |
19,755
-1,332
| -6% | -$56.4K | 0.28% | 64 |
|
|
2022
Q2 | $942K | Buy |
21,087
+1,418
| +7% | +$63.3K | 0.3% | 61 |
|
|
2022
Q1 | $1.06M | Buy |
19,669
+9,800
| +99% | +$528K | 0.3% | 62 |
|
|
2021
Q4 | $1.12M | Sell |
9,869
-189
| -2% | -$21.5K | 0.31% | 57 |
|
|
2021
Q3 | $1.05M | Buy |
10,058
+17
| +0.2% | +$1.77K | 0.31% | 58 |
|
|
2021
Q2 | $1.04M | Buy |
10,041
+112
| +1% | +$11.6K | 0.31% | 58 |
|
|
2021
Q1 | $953K | Buy |
9,929
+406
| +4% | +$39K | 0.31% | 60 |
|
|
2020
Q4 | $866K | Sell |
9,523
-234
| -2% | -$21.3K | 0.32% | 55 |
|
|
2020
Q3 | $787K | Buy |
9,757
+459
| +5% | +$37K | 0.4% | 40 |
|
|
2020
Q2 | $689K | Sell |
9,298
-239
| -3% | -$17.7K | 0.37% | 38 |
|
|
2020
Q1 | $584K | Sell |
9,537
-43,713
| -82% | -$2.68M | 0.4% | 24 |
|
|
2019
Q4 | $4.09M | Sell |
53,250
-2,177
| -4% | -$167K | 1.87% | 12 |
|
|
2019
Q3 | $3.93M | Buy |
55,427
+4,082
| +8% | +$290K | 1.89% | 12 |
|
|
2019
Q2 | $3.6M | Buy |
51,345
+3,387
| +7% | +$238K | 1.77% | 14 |
|
|
2019
Q1 | $3.24M | Buy |
47,958
+1,146
| +2% | +$77.5K | 1.68% | 16 |
|
|
2018
Q4 | $2.8M | Buy |
46,812
+10,691
| +30% | +$638K | 1.57% | 15 |
|
|
2018
Q3 | $2.51M | Buy |
36,121
+792
| +2% | +$55.1K | 1.33% | 16 |
|
|
2018
Q2 | $2.3M | Buy |
35,329
+439
| +1% | +$28.5K | 1.33% | 15 |
|
|
2018
Q1 | $2.2M | Buy |
34,890
+5,874
| +20% | +$371K | 2.39% | 6 |
|
|
2017
Q4 | $1.85M | Sell |
29,016
-244
| -0.8% | -$15.6K | 1.11% | 20 |
|
|
2017
Q3 | $1.76M | Buy |
29,260
+1,344
| +5% | +$80.7K | 1.08% | 21 |
|
|
2017
Q2 | $1.61M | Buy |
27,916
+1,595
| +6% | +$92.2K | 1.04% | 17 |
|
|
2017
Q1 | $1.48M | Sell |
26,321
-2,115
| -7% | -$119K | 0.98% | 18 |
|
|
2016
Q4 | $1.52M | Sell |
28,436
-7,825
| -22% | -$417K | 1.06% | 20 |
|
|
2016
Q3 | $1.87M | Sell |
36,261
-2,447
| -6% | -$126K | 1.34% | 15 |
|
|
2016
Q2 | $1.93M | Sell |
38,708
-3,128
| -7% | -$156K | 1.44% | 15 |
|
|
2016
Q1 | $2.04M | Buy |
+41,836
| New | +$2.04M | 1.58% | 15 |
|
|
2015
Q3 | $9.9M | Buy |
216,365
+15,163
| +8% | +$694K | 4.87% | 4 |
|
|
2015
Q2 | $9.92M | Buy |
201,202
+2,546
| +1% | +$126K | 4.7% | 5 |
|
|
2015
Q1 | $9.85M | Sell |
198,656
-6,745
| -3% | -$334K | 4.74% | 5 |
|
|
2014
Q4 | $10.1M | Buy |
+205,401
| New | +$10.1M | 5.55% | 3 |
|