Johnson Financial Group LLC (Colorado)’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
Q3 | $2.65M | Hold |
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|
2025
Q2 | $2.46M | Sell |
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|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $2.81M | Hold |
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|
2024
Q2 | $2.66M | Sell |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $2.4M | Hold |
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|
2023
Q3 | $2.16M | Hold |
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|
2023
Q2 | $2.23M | Hold |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $686K | Sell |
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|
2022
Q3 | $57.2M | Buy |
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|
2022
Q2 | $5.98M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13.2M | Buy |
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