JPLA
Joseph P. Lucia & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
107,112
+127
| +0.1% | +$3.1K | 1.07% | 26 |
|
|
2025
Q1 | $2.36M | Sell |
106,985
-3,651
| -3% | -$80.6K | 1.08% | 31 |
|
|
2024
Q4 | $2.56M | Buy |
110,636
+72,486
| +190% | +$1.68M | 1.14% | 29 |
|
|
2024
Q3 | $2.59M | Buy |
38,150
+853
| +2% | +$57.9K | 1.19% | 28 |
|
|
2024
Q2 | $2.4M | Sell |
37,297
-1,572
| -4% | -$101K | 1.23% | 24 |
|
|
2024
Q1 | $2.41M | Buy |
38,869
+602
| +2% | +$37.4K | 1.29% | 25 |
|
|
2023
Q4 | $2.16M | Buy |
38,267
+72
| +0.2% | +$4.06K | 1.34% | 25 |
|
|
2023
Q3 | $1.93M | Sell |
38,195
-166
| -0.4% | -$8.4K | 1.35% | 28 |
|
|
2023
Q2 | $2.01M | Sell |
38,361
-1,397
| -4% | -$73.2K | 1.34% | 28 |
|
|
2023
Q1 | $1.92M | Sell |
39,758
-2,365
| -6% | -$114K | 1.34% | 28 |
|
|
2022
Q4 | $1.9M | Sell |
42,123
-2,553
| -6% | -$115K | 1.42% | 28 |
|
|
2022
Q3 | $1.89M | Buy |
44,676
+1,542
| +4% | +$65.3K | 1.49% | 25 |
|
|
2022
Q2 | $1.93M | Sell |
43,134
-1,700
| -4% | -$75.9K | 1.36% | 25 |
|
|
2022
Q1 | $2.41M | Buy |
44,834
+26,788
| +148% | +$1.44M | 1.47% | 25 |
|
|
2021
Q4 | $2.05M | Buy |
18,046
+3,359
| +23% | +$382K | 1.31% | 27 |
|
|
2021
Q3 | $1.53M | Buy |
14,687
+1,214
| +9% | +$126K | 0.91% | 38 |
|
|
2021
Q2 | $1.4M | Buy |
13,473
+570
| +4% | +$59.3K | 0.84% | 37 |
|
|
2021
Q1 | $1.24M | Buy |
12,903
+694
| +6% | +$66.6K | 0.55% | 38 |
|
|
2020
Q4 | $1.11M | Sell |
12,209
-27
| -0.2% | -$2.46K | 0.77% | 43 |
|
|
2020
Q3 | $987K | Sell |
12,236
-652
| -5% | -$52.6K | 0.92% | 40 |
|
|
2020
Q2 | $955K | Buy |
12,888
+77
| +0.6% | +$5.71K | 0.86% | 39 |
|
|
2020
Q1 | $785K | Buy |
12,811
+126
| +1% | +$7.72K | 0.87% | 38 |
|
|
2019
Q4 | $974K | Buy |
12,685
+253
| +2% | +$19.4K | 0.89% | 33 |
|
|
2019
Q3 | $882K | Sell |
12,432
-562
| -4% | -$39.9K | 0.91% | 33 |
|
|
2019
Q2 | $912K | Sell |
12,994
-142,911
| -92% | -$10M | 0.96% | 31 |
|
|
2019
Q1 | $2.26K | Buy |
+155,905
| New | +$2.26K | 0.17% | 83 |
|