Keel Point’s Schwab US Large- Cap ETF SCHX Stock Holding History

Keel Point’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$217K	Buy
2021 Q3	–	Sell
2021 Q2	$805K	Sell
2021 Q1	$3.25M	Sell
2020 Q4	$3.17M	Sell
2020 Q3	$2.83M	Sell
2020 Q2	$2.65M	Sell
2020 Q1	$2.19M	Sell
2019 Q4	$2.75M	Sell
2019 Q3	$2.64M	Hold
2019 Q2	$2.61M	Sell
2019 Q1	$2.54M	Hold
2018 Q4	$2.24M	Sell
2018 Q3	$2.62M	Sell
2018 Q2	$2.47M	Hold
2018 Q1	$2.4M	Sell
2017 Q4	$2.46M	Sell
2017 Q3	$2.53M	Buy
2017 Q2	$2.4M	Buy
2017 Q1	$2.34M	Sell
2016 Q4	$4.57M	Sell
2016 Q3	$4.48M	Buy
2016 Q2	$2.73M	Sell
2016 Q1	$3.47M	Buy
2015 Q4	$3.45M	Buy