Johnson Financial Group Inc (Wisconsin)’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 | $260K | Buy |
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|
2025
Q1 | $234K | Hold |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $63.1K | Sell |
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|
2024
Q2 | $67.2K | Sell |
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|
2024
Q1 | $87.7K | Sell |
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|
2023
Q4 | $111K | Buy |
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|
2023
Q3 | $58K | Buy |
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|
2023
Q2 | $46K | Sell |
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|
2023
Q1 | $181K | Buy |
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|
2022
Q4 | $28.1K | Hold |
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|
2022
Q3 | $26K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $79K | Sell |
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|
2020
Q4 | $94K | Sell |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $87K | Buy |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $31K | Sell |
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|
2019
Q3 | $36K | Hold |
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|
2019
Q2 | $35K | Hold |
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|
2019
Q1 | $34K | Buy |
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|
2018
Q4 | $24K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $0 | Buy |
|