L. Roy Papp & Associates’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
Q3 | $757K | Hold |
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|
2025
Q2 | $702K | Sell |
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|
2025
Q1 | $645K | Hold |
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|
2024
Q4 | $677K | Sell |
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|
2024
Q3 | $688K | Hold |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $775K | Hold |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $692K | Hold |
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|
2023
Q2 | $716K | Hold |
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|
2023
Q1 | $661K | Sell |
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|
2022
Q4 | $629K | Hold |
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|
2022
Q3 | $590K | Hold |
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|
2022
Q2 | $622K | Hold |
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|
2022
Q1 | $750K | Hold |
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|
2021
Q4 | $793K | Hold |
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|
2021
Q3 | $725K | Hold |
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|
2021
Q2 | $724K | Buy |
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|
2021
Q1 | $660K | Sell |
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|
2020
Q4 | $740K | Buy |
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|
2020
Q3 | $586K | Hold |
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|
2020
Q2 | $538K | Sell |
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|
2020
Q1 | $586K | Sell |
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|
2019
Q4 | $758K | Sell |
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|
2019
Q3 | $705K | Sell |
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|
2019
Q2 | $709K | Buy |
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|
2019
Q1 | $566K | Hold |
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|
2018
Q4 | $500K | Hold |
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|
2018
Q3 | $582K | Hold |
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|
2018
Q2 | $544K | Sell |
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|
2018
Q1 | $663K | Sell |
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|
2017
Q4 | $708K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $603K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $453K | Buy |
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|
2016
Q3 | $332K | Buy |
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|
2016
Q2 | $231K | Buy |
|