Ironwood Wealth Management (Arizona)’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 | $4.68M | Sell |
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|
2025
Q1 | $5.76M | Sell |
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|
2024
Q4 | $6.83M | Sell |
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|
2024
Q3 | $7.46M | Sell |
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|
2024
Q2 | $7.16M | Sell |
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|
2024
Q1 | $7.34M | Sell |
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|
2023
Q4 | $6.97M | Sell |
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|
2023
Q3 | $6.38M | Sell |
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|
2023
Q2 | $8.36M | Buy |
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|
2023
Q1 | $7.69M | Sell |
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|
2022
Q4 | $7.48M | Buy |
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|
2022
Q3 | $4.81M | Hold |
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|
2022
Q2 | $4.81M | Buy |
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|
2022
Q1 | $5.65M | Sell |
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|
2021
Q4 | $6.41M | Sell |
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|
2021
Q3 | $5.88M | Sell |
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|
2021
Q2 | $5.95M | Sell |
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|
2021
Q1 | $5.82M | Sell |
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|
2020
Q4 | $6.12M | Sell |
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|
2020
Q3 | $6.17M | Hold |
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|
2020
Q2 | $6.17M | Sell |
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|
2020
Q1 | $6.52M | Sell |
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|
2019
Q4 | $11.5M | Sell |
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|
2019
Q3 | $18.9M | Buy |
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|
2019
Q2 | $17.4M | Buy |
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|
2019
Q1 | $10.1M | Buy |
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|
2018
Q4 | $8.82M | Sell |
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|
2018
Q3 | $10.5M | Buy |
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|
2018
Q2 | $9.69M | Buy |
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|
2017
Q3 | $11.3M | Buy |
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