JP Morgan Chase’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $71.6M | Buy |
2,873,728
+326,165
| +13% | +$8.75M | ﹤0.01% | 1161 |
|
|
2025
Q4 | $68.6M | Buy |
2,547,563
+219,886
| +9% | +$5.87M | ﹤0.01% | 1162 |
|
|
2025
Q3 | $61.3M | Sell |
2,327,677
-13,412
| -0.6% | -$341K | ﹤0.01% | 1284 |
|
|
2025
Q2 | $57.2M | Buy |
2,341,089
+25,843
| +1% | +$584K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $51.1M | Buy |
2,315,246
+120,280
| +5% | +$2.8M | ﹤0.01% | 1304 |
|
|
2024
Q4 | $50.9M | Buy |
2,194,966
+129,646
| +6% | +$3.02M | ﹤0.01% | 1318 |
|
|
2024
Q3 | $46.7M | Buy |
2,065,320
+317,877
| +18% | +$6.93M | ﹤0.01% | 1372 |
|
|
2024
Q2 | $37.4M | Sell |
1,747,443
-126,069
| -7% | -$2.61M | ﹤0.01% | 1409 |
|
|
2024
Q1 | $38.8M | Buy |
1,873,512
+160,257
| +9% | +$3.15M | ﹤0.01% | 1436 |
|
|
2023
Q4 | $32.2M | Buy |
1,713,255
+144,543
| +9% | +$2.54M | ﹤0.01% | 1486 |
|
|
2023
Q3 | $26.5M | Buy |
1,568,712
+76,095
| +5% | +$1.33M | ﹤0.01% | 1478 |
|
|
2023
Q2 | $26.1M | Sell |
1,492,617
-11,586
| -0.8% | -$191K | ﹤0.01% | 1509 |
|
|
2023
Q1 | $24.3M | Sell |
1,504,203
-152,637
| -9% | -$2.4M | ﹤0.01% | 1522 |
|
|
2022
Q4 | $24.9M | Buy |
1,656,840
+1,639,929
| +9,697% | +$24.8M | ﹤0.01% | 1495 |
|
|
2022
Q3 | $239K | Sell |
16,911
-2,850
| -14% | -$44.7K | ﹤0.01% | 4867 |
|
|
2022
Q2 | $295K | Sell |
19,761
-1,473
| -7% | -$23.9K | ﹤0.01% | 4869 |
|
|
2022
Q1 | $381K | Buy |
21,234
+2,382
| +13% | +$42.2K | ﹤0.01% | 4863 |
|
|
2021
Q4 | $357K | Buy |
18,852
+1,902
| +11% | +$35.1K | ﹤0.01% | 5028 |
|
|
2021
Q3 | $294K | Buy |
16,950
+4,020
| +31% | +$71.7K | ﹤0.01% | 5029 |
|
|
2021
Q2 | $224K | Buy |
12,930
+84
| +0.7% | +$1.42K | ﹤0.01% | 5177 |
|
|
2021
Q1 | $205K | Buy |
12,846
+1,392
| +12% | +$21.8K | ﹤0.01% | 5137 |
|
|
2020
Q4 | $174K | Buy |
11,454
+102
| +0.9% | +$1.46K | ﹤0.01% | 4856 |
|
|
2020
Q3 | $151K | Buy |
11,352
+6,900
| +155% | +$91.7K | ﹤0.01% | 4504 |
|
|
2020
Q2 | $55K | Sell |
4,452
-978
| -18% | -$11.4K | ﹤0.01% | 4805 |
|
|
2020
Q1 | $55K | Buy |
5,430
+2,676
| +97% | +$32.5K | ﹤0.01% | 4700 |
|
|
2019
Q4 | $35K | Hold |
2,754
| – | – | ﹤0.01% | 5224 |
|
|
2019
Q3 | $33K | Hold |
2,754
| – | – | ﹤0.01% | 5296 |
|
|
2019
Q2 | $32K | Buy |
2,754
+954
| +53% | +$11K | ﹤0.01% | 5339 |
|
|
2019
Q1 | $20K | Sell |
1,800
-271,728
| -99% | -$2.94M | ﹤0.01% | 5409 |
|
|
2018
Q4 | $2.72M | Buy |
273,528
+262,482
| +2,376% | +$2.82M | ﹤0.01% | 3060 |
|
|
2018
Q3 | $128K | Buy |
+11,046
| New | +$126K | ﹤0.01% | 4862 |
|
|
2017
Q2 | – | Sell |
-1,068
| Closed | -$10K | – | 5187 |
|
|
2017
Q1 | $10K | Buy |
+1,068
| New | +$9.87K | ﹤0.01% | 4815 |
|
|
2016
Q3 | – | Sell |
-936
| Closed | -$8K | – | 4770 |
|
|
2016
Q2 | $8K | Buy |
+936
| New | +$7.7K | ﹤0.01% | 4378 |
|
Other funds holding SCHX
HSA
MGIA
SFG
