Koshinski Asset Management’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 | $282K | Buy |
11,542
+839
| +8% | +$20.5K | 0.02% | 548 |
|
|
2025
Q1 | $236K | Sell |
10,703
-4,021
| -27% | -$88.8K | 0.02% | 556 |
|
|
2024
Q4 | $341M | Buy |
14,724
+9,738
| +195% | +$226M | 0.03% | 456 |
|
|
2024
Q3 | $338K | Sell |
4,986
-923
| -16% | -$62.6K | 0.03% | 464 |
|
|
2024
Q2 | $387K | Buy |
5,909
+483
| +9% | +$31.7K | 0.04% | 404 |
|
|
2024
Q1 | $337K | Sell |
5,426
-7,356
| -58% | -$456K | 0.03% | 402 |
|
|
2023
Q4 | $721K | Buy |
12,782
+4,697
| +58% | +$265K | 0.11% | 222 |
|
|
2023
Q3 | $409K | Buy |
8,085
+12
| +0.1% | +$607 | 0.05% | 371 |
|
|
2023
Q2 | $423K | Sell |
8,073
-1,935
| -19% | -$101K | 0.05% | 378 |
|
|
2023
Q1 | $484K | Buy |
10,008
+121
| +1% | +$5.85K | 0.05% | 336 |
|
|
2022
Q4 | $446K | Buy |
9,887
+2,238
| +29% | +$101K | 0.04% | 384 |
|
|
2022
Q3 | $324K | Buy |
7,649
+826
| +12% | +$35K | 0.04% | 398 |
|
|
2022
Q2 | $305K | Buy |
6,823
+20
| +0.3% | +$894 | 0.03% | 460 |
|
|
2022
Q1 | $366K | Buy |
6,803
+3,131
| +85% | +$169K | 0.03% | 446 |
|
|
2021
Q4 | $418K | Sell |
3,672
-66
| -2% | -$7.51K | 0.03% | 431 |
|
|
2021
Q3 | $389K | Buy |
+3,738
| New | +$389K | 0.03% | 438 |
|
|
2021
Q2 | – | Sell |
-2,810
| Closed | -$270K | – | 610 |
|
|
2021
Q1 | $270K | Buy |
2,810
+348
| +14% | +$33.4K | 0.03% | 502 |
|
|
2020
Q4 | $224K | Sell |
2,462
-9,043
| -79% | -$823K | 0.03% | 496 |
|
|
2020
Q3 | $978 | Buy |
11,505
+101
| +0.9% | +$9 | 0.13% | 181 |
|
|
2020
Q2 | $845K | Buy |
+11,404
| New | +$845K | 0.14% | 186 |
|
|
2020
Q1 | – | Sell |
-20,669
| Closed | -$1.58M | – | 510 |
|
|
2019
Q4 | $1.58M | Buy |
20,669
+7,788
| +60% | +$597K | 0.27% | 108 |
|
|
2019
Q3 | $914K | Buy |
12,881
+703
| +6% | +$49.9K | 0.63% | 53 |
|
|
2019
Q2 | $855K | Sell |
12,178
-669
| -5% | -$47K | 0.35% | 92 |
|
|
2019
Q1 | $869 | Buy |
12,847
+1,935
| +18% | +$131 | 0.23% | 129 |
|
|
2018
Q4 | $652K | Sell |
10,912
-4,488
| -29% | -$268K | 0.16% | 179 |
|
|
2018
Q3 | $1.07M | Buy |
15,400
+8,070
| +110% | +$561K | 0.15% | 193 |
|
|
2018
Q2 | $476K | Sell |
7,330
-129
| -2% | -$8.38K | 0.15% | 213 |
|
|
2018
Q1 | $471K | Buy |
7,459
+1,509
| +25% | +$95.3K | 0.15% | 218 |
|
|
2017
Q4 | $379K | Buy |
+5,950
| New | +$379K | 0.09% | 293 |
|
|
2015
Q3 | – | Sell |
-5,129
| Closed | -$253K | – | 244 |
|
|
2015
Q2 | $253K | Buy |
5,129
+278
| +6% | +$13.7K | 0.16% | 188 |
|
|
2015
Q1 | $241K | Sell |
4,851
-4,110
| -46% | -$204K | 0.16% | 188 |
|
|
2014
Q4 | $440K | Buy |
+8,961
| New | +$440K | 0.25% | 109 |
|