JPMorgan Chase & 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 | $57.2M | Buy |
2,341,089
+25,843
| +1% | +$632K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $51.1M | Buy |
2,315,246
+120,280
| +5% | +$2.66M | ﹤0.01% | 1174 |
|
|
2024
Q4 | $50.9M | Buy |
2,194,966
+129,646
| +6% | +$3.01M | ﹤0.01% | 1170 |
|
|
2024
Q3 | $46.7M | Buy |
2,065,320
+317,877
| +18% | +$7.19M | ﹤0.01% | 1225 |
|
|
2024
Q2 | $37.4M | Sell |
1,747,443
-126,069
| -7% | -$2.7M | ﹤0.01% | 1273 |
|
|
2024
Q1 | $38.8M | Buy |
1,873,512
+160,257
| +9% | +$3.32M | ﹤0.01% | 1302 |
|
|
2023
Q4 | $32.2M | Buy |
1,713,255
+144,543
| +9% | +$2.72M | ﹤0.01% | 1332 |
|
|
2023
Q3 | $26.5M | Buy |
1,568,712
+76,095
| +5% | +$1.28M | ﹤0.01% | 1337 |
|
|
2023
Q2 | $26.1M | Sell |
1,492,617
-11,586
| -0.8% | -$202K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $24.3M | Sell |
1,504,203
-152,637
| -9% | -$2.46M | ﹤0.01% | 1349 |
|
|
2022
Q4 | $24.9M | Buy |
1,656,840
+1,639,929
| +9,697% | +$24.7M | ﹤0.01% | 1287 |
|
|
2022
Q3 | $239K | Sell |
16,911
-2,850
| -14% | -$40.3K | ﹤0.01% | 4097 |
|
|
2022
Q2 | $295K | Sell |
19,761
-1,473
| -7% | -$22K | ﹤0.01% | 4147 |
|
|
2022
Q1 | $381K | Buy |
21,234
+2,382
| +13% | +$42.7K | ﹤0.01% | 4146 |
|
|
2021
Q4 | $357K | Buy |
18,852
+1,902
| +11% | +$36K | ﹤0.01% | 4238 |
|
|
2021
Q3 | $294K | Buy |
16,950
+4,020
| +31% | +$69.7K | ﹤0.01% | 4227 |
|
|
2021
Q2 | $224K | Buy |
12,930
+84
| +0.7% | +$1.46K | ﹤0.01% | 4436 |
|
|
2021
Q1 | $205K | Buy |
12,846
+1,392
| +12% | +$22.2K | ﹤0.01% | 4442 |
|
|
2020
Q4 | $174K | Buy |
11,454
+102
| +0.9% | +$1.55K | ﹤0.01% | 4184 |
|
|
2020
Q3 | $151K | Buy |
11,352
+6,900
| +155% | +$91.8K | ﹤0.01% | 3868 |
|
|
2020
Q2 | $55K | Sell |
4,452
-978
| -18% | -$12.1K | ﹤0.01% | 4190 |
|
|
2020
Q1 | $55K | Buy |
5,430
+2,676
| +97% | +$27.1K | ﹤0.01% | 4113 |
|
|
2019
Q4 | $35K | Hold |
2,754
| – | – | ﹤0.01% | 4332 |
|
|
2019
Q3 | $33K | Hold |
2,754
| – | – | ﹤0.01% | 4372 |
|
|
2019
Q2 | $32K | Buy |
2,754
+954
| +53% | +$11.1K | ﹤0.01% | 4418 |
|
|
2019
Q1 | $20K | Sell |
1,800
-271,728
| -99% | -$3.02M | ﹤0.01% | 4506 |
|
|
2018
Q4 | $2.72M | Buy |
273,528
+262,482
| +2,376% | +$2.61M | ﹤0.01% | 2472 |
|
|
2018
Q3 | $128K | Buy |
+11,046
| New | +$128K | ﹤0.01% | 4030 |
|
|
2017
Q2 | – | Sell |
-1,068
| Closed | -$10K | – | 4483 |
|
|
2017
Q1 | $10K | Buy |
+1,068
| New | +$10K | ﹤0.01% | 4207 |
|
|
2016
Q3 | – | Sell |
-936
| Closed | -$8K | – | 4230 |
|
|
2016
Q2 | $8K | Buy |
+936
| New | +$8K | ﹤0.01% | 3863 |
|