John W. Brooker & Co’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 | $747K | Sell |
30,147
-146,404
| -83% | -$3.63M | 1.75% | 19 |
|
|
2025
Q1 | $3.9M | Buy |
176,551
+10,416
| +6% | +$230K | 1.61% | 19 |
|
|
2024
Q4 | $3.85M | Buy |
166,135
+13,600
| +9% | +$315K | 1.66% | 19 |
|
|
2024
Q3 | $3.45M | Buy |
152,535
+19,296
| +14% | +$436K | 1.58% | 20 |
|
|
2024
Q2 | $2.85M | Buy |
133,239
+3,810
| +3% | +$81.6K | 1.43% | 21 |
|
|
2024
Q1 | $2.68M | Buy |
129,429
+10,971
| +9% | +$227K | 1.44% | 20 |
|
|
2023
Q4 | $2.23M | Buy |
118,458
+11,532
| +11% | +$217K | 1.28% | 21 |
|
|
2023
Q3 | $1.8M | Buy |
106,926
+4,935
| +5% | +$83.2K | 1.14% | 23 |
|
|
2023
Q2 | $1.78M | Buy |
101,991
+567
| +0.6% | +$9.9K | 1.15% | 24 |
|
|
2023
Q1 | $1.65M | Sell |
101,424
-9,270
| -8% | -$151K | 1.09% | 25 |
|
|
2022
Q4 | $1.67M | Sell |
110,694
-1,563
| -1% | -$23.5K | 1.09% | 25 |
|
|
2022
Q3 | $1.59M | Buy |
112,257
+16,557
| +17% | +$234K | 1.02% | 23 |
|
|
2022
Q2 | $1.43M | Sell |
95,700
-12,063
| -11% | -$180K | 0.87% | 24 |
|
|
2022
Q1 | $1.93M | Buy |
107,763
+15,465
| +17% | +$278K | 1.05% | 23 |
|
|
2021
Q4 | $1.75M | Buy |
92,298
+6,438
| +7% | +$122K | 0.9% | 25 |
|
|
2021
Q3 | $1.49M | Buy |
85,860
+12,858
| +18% | +$223K | 0.84% | 24 |
|
|
2021
Q2 | $1.27M | Buy |
73,002
+4,116
| +6% | +$71.3K | 0.74% | 26 |
|
|
2021
Q1 | $1.1M | Buy |
68,886
+1,308
| +2% | +$20.9K | 0.69% | 25 |
|
|
2020
Q4 | $1.02M | Buy |
67,578
+66
| +0.1% | +$1K | 0.67% | 26 |
|
|
2020
Q3 | $907K | Buy |
67,512
+198
| +0.3% | +$2.66K | 0.63% | 27 |
|
|
2020
Q2 | $831K | Sell |
67,314
-7,764
| -10% | -$95.8K | 0.59% | 28 |
|
|
2020
Q1 | $766K | Buy |
75,078
+18,162
| +32% | +$185K | 0.55% | 29 |
|
|
2019
Q4 | $729K | Buy |
+56,916
| New | +$729K | 0.47% | 35 |
|