KCM Investment Advisors’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 | $1.37M | Buy |
56,099
+10,272
| +22% | +$251K | 0.05% | 184 |
|
|
2025
Q1 | $1.01M | Sell |
45,827
-10
| -0% | -$221 | 0.04% | 203 |
|
|
2024
Q4 | $1.06M | Buy |
45,837
+30
| +0.1% | +$695 | 0.04% | 198 |
|
|
2024
Q3 | $1.04M | Buy |
45,807
+873
| +2% | +$19.7K | 0.04% | 207 |
|
|
2024
Q2 | $962K | Hold |
44,934
| – | – | 0.03% | 214 |
|
|
2024
Q1 | $930K | Sell |
44,934
-3,621
| -7% | -$74.9K | 0.03% | 215 |
|
|
2023
Q4 | $913K | Buy |
48,555
+16,932
| +54% | +$318K | 0.04% | 217 |
|
|
2023
Q3 | $533K | Sell |
31,623
-4,371
| -12% | -$73.7K | 0.02% | 243 |
|
|
2023
Q2 | $628K | Sell |
35,994
-139,017
| -79% | -$2.43M | 0.03% | 237 |
|
|
2023
Q1 | $2.82M | Buy |
175,011
+131,346
| +301% | +$2.12M | 0.11% | 140 |
|
|
2022
Q4 | $657K | Sell |
43,665
-29,055
| -40% | -$437K | 0.03% | 237 |
|
|
2022
Q3 | $1.03M | Buy |
72,720
+14,832
| +26% | +$209K | 0.05% | 193 |
|
|
2022
Q2 | $862K | Sell |
57,888
-6,540
| -10% | -$97.4K | 0.04% | 215 |
|
|
2022
Q1 | $1.16M | Buy |
64,428
+5,592
| +10% | +$100K | 0.04% | 206 |
|
|
2021
Q4 | $1.12M | Buy |
58,836
+492
| +0.8% | +$9.33K | 0.04% | 211 |
|
|
2021
Q3 | $1.01M | Sell |
58,344
-1,950
| -3% | -$33.8K | 0.04% | 207 |
|
|
2021
Q2 | $1.05M | Sell |
60,294
-10,326
| -15% | -$179K | 0.04% | 204 |
|
|
2021
Q1 | $1.13M | Buy |
70,620
+984
| +1% | +$15.7K | 0.05% | 187 |
|
|
2020
Q4 | $1.06M | Sell |
69,636
-1,560
| -2% | -$23.7K | 0.05% | 183 |
|
|
2020
Q3 | $957K | Sell |
71,196
-75,222
| -51% | -$1.01M | 0.05% | 177 |
|
|
2020
Q2 | $1.81M | Buy |
146,418
+84,138
| +135% | +$1.04M | 0.1% | 134 |
|
|
2020
Q1 | $636K | Sell |
62,280
-258
| -0.4% | -$2.64K | 0.04% | 192 |
|
|
2019
Q4 | $801K | Buy |
62,538
+11,238
| +22% | +$144K | 0.04% | 201 |
|
|
2019
Q3 | $606K | Hold |
51,300
| – | – | 0.04% | 213 |
|
|
2019
Q2 | $600K | Buy |
51,300
+480
| +0.9% | +$5.61K | 0.04% | 216 |
|
|
2019
Q1 | $573K | Buy |
50,820
+126
| +0.2% | +$1.42K | 0.04% | 207 |
|
|
2018
Q4 | $504K | Sell |
50,694
-147,060
| -74% | -$1.46M | 0.03% | 327 |
|
|
2018
Q3 | $2.29M | Buy |
197,754
+5,652
| +3% | +$65.5K | 0.13% | 144 |
|
|
2018
Q2 | $2.08M | Hold |
192,102
| – | – | 0.13% | 151 |
|
|
2018
Q1 | $2.02M | Sell |
192,102
-288
| -0.1% | -$3.03K | 0.12% | 158 |
|
|
2017
Q4 | $2.05M | Sell |
192,390
-21,630
| -10% | -$230K | 0.12% | 169 |
|
|
2017
Q3 | $2.14M | Buy |
214,020
+780
| +0.4% | +$7.81K | 0.13% | 166 |
|
|
2017
Q2 | $2.05M | Sell |
213,240
-1,188
| -0.6% | -$11.4K | 0.13% | 176 |
|
|
2017
Q1 | $2.01M | Buy |
214,428
+18,054
| +9% | +$169K | 0.13% | 177 |
|
|
2016
Q4 | $1.74M | Sell |
196,374
-22,308
| -10% | -$198K | 0.12% | 194 |
|
|
2016
Q3 | $1.88M | Buy |
218,682
+666
| +0.3% | +$5.73K | 0.13% | 186 |
|
|
2016
Q2 | $1.81M | Buy |
218,016
+942
| +0.4% | +$7.81K | 0.13% | 187 |
|
|
2016
Q1 | $1.77M | Sell |
217,074
-6,846
| -3% | -$55.7K | 0.13% | 184 |
|
|
2015
Q4 | $1.81M | Sell |
223,920
-60,120
| -21% | -$487K | 0.14% | 177 |
|
|
2015
Q3 | $2.17M | Buy |
284,040
+6,954
| +3% | +$53K | 0.18% | 152 |
|
|
2015
Q2 | $2.28M | Buy |
277,086
+8,976
| +3% | +$73.8K | 0.18% | 152 |
|
|
2015
Q1 | $2.22M | Buy |
268,110
+1,794
| +0.7% | +$14.8K | 0.18% | 153 |
|
|
2014
Q4 | $2.18M | Sell |
266,316
-15,180
| -5% | -$124K | 0.18% | 146 |
|
|
2014
Q3 | $2.21M | Buy |
+281,496
| New | +$2.21M | 0.2% | 141 |
|