Ironwood Investment Counsel’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 | $712K | Sell |
29,141
-41
| -0.1% | -$1K | 0.11% | 137 |
|
|
2025
Q1 | $644K | Buy |
29,182
+12
| +0% | +$265 | 0.11% | 140 |
|
|
2024
Q4 | $676K | Sell |
29,170
-4,661
| -14% | -$108K | 0.12% | 141 |
|
|
2024
Q3 | $765K | Buy |
33,831
+39
| +0.1% | +$882 | 0.13% | 136 |
|
|
2024
Q2 | $724K | Hold |
33,792
| – | – | 0.13% | 138 |
|
|
2024
Q1 | $699K | Sell |
33,792
-600
| -2% | -$12.4K | 0.12% | 142 |
|
|
2023
Q4 | $647K | Sell |
34,392
-774
| -2% | -$14.6K | 0.12% | 147 |
|
|
2023
Q3 | $593K | Buy |
35,166
+8,256
| +31% | +$139K | 0.12% | 141 |
|
|
2023
Q2 | $470K | Buy |
26,910
+14,187
| +112% | +$248K | 0.11% | 132 |
|
|
2023
Q1 | $205K | Sell |
12,723
-7,812
| -38% | -$126K | 0.05% | 201 |
|
|
2022
Q4 | $309K | Buy |
+20,535
| New | +$309K | 0.08% | 167 |
|