Koss-Olinger Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232M | Sell |
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|
2025
Q1 | $218M | Buy |
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|
2024
Q4 | $228M | Buy |
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|
2024
Q3 | $218M | Buy |
|
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|
2024
Q2 | $206M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $172M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $165M | Buy |
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|
2023
Q1 | $149M | Buy |
|
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|
2022
Q4 | $128M | Sell |
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|
2022
Q3 | $131M | Buy |
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|
2022
Q2 | $128M | Sell |
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|
2022
Q1 | $154M | Buy |
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|
2021
Q4 | $156M | Buy |
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|
2021
Q3 | $126M | Sell |
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|
2021
Q2 | $129M | Buy |
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|
2021
Q1 | $83.6M | Buy |
|