LRPA
L. Roy Papp & Associates’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 | $702K | Sell |
28,721
-490
| -2% | -$12K | 0.08% | 106 |
|
|
2025
Q1 | $645K | Hold |
29,211
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $677K | Buy |
29,211
+19,074
| +188% | +$442K | 0.08% | 107 |
|
|
2024
Q3 | $688K | Hold |
10,137
| – | – | 0.08% | 100 |
|
|
2024
Q2 | $651K | Sell |
10,137
-2,356
| -19% | -$151K | 0.08% | 105 |
|
|
2024
Q1 | $775K | Hold |
12,493
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $705K | Sell |
12,493
-1,180
| -9% | -$66.6K | 0.09% | 104 |
|
|
2023
Q3 | $692K | Hold |
13,673
| – | – | 0.09% | 103 |
|
|
2023
Q2 | $716K | Hold |
13,673
| – | – | 0.09% | 106 |
|
|
2023
Q1 | $661K | Sell |
13,673
-263
| -2% | -$12.7K | 0.09% | 109 |
|
|
2022
Q4 | $629K | Hold |
13,936
| – | – | 0.09% | 110 |
|
|
2022
Q3 | $590K | Hold |
13,936
| – | – | 0.09% | 111 |
|
|
2022
Q2 | $622K | Hold |
13,936
| – | – | 0.09% | 112 |
|
|
2022
Q1 | $750K | Buy |
13,936
+6,968
| +100% | +$375K | 0.09% | 113 |
|
|
2021
Q4 | $793K | Hold |
6,968
| – | – | 0.09% | 111 |
|
|
2021
Q3 | $725K | Hold |
6,968
| – | – | 0.09% | 115 |
|
|
2021
Q2 | $724K | Buy |
6,968
+100
| +1% | +$10.4K | 0.09% | 113 |
|
|
2021
Q1 | $660K | Sell |
6,868
-1,273
| -16% | -$122K | 0.09% | 112 |
|
|
2020
Q4 | $740K | Buy |
8,141
+878
| +12% | +$79.8K | 0.09% | 114 |
|
|
2020
Q3 | $586K | Hold |
7,263
| – | – | 0.08% | 119 |
|
|
2020
Q2 | $538K | Sell |
7,263
-2,311
| -24% | -$171K | 0.08% | 124 |
|
|
2020
Q1 | $586K | Sell |
9,574
-300
| -3% | -$18.4K | 0.11% | 114 |
|
|
2019
Q4 | $758K | Sell |
9,874
-67
| -0.7% | -$5.14K | 0.11% | 114 |
|
|
2019
Q3 | $705K | Sell |
9,941
-160
| -2% | -$11.3K | 0.11% | 114 |
|
|
2019
Q2 | $709K | Buy |
10,101
+1,733
| +21% | +$122K | 0.11% | 114 |
|
|
2019
Q1 | $566K | Hold |
8,368
| – | – | 0.1% | 107 |
|
|
2018
Q4 | $500K | Hold |
8,368
| – | – | 0.1% | 108 |
|
|
2018
Q3 | $582K | Hold |
8,368
| – | – | 0.1% | 108 |
|
|
2018
Q2 | $544K | Sell |
8,368
-2,145
| -20% | -$139K | 0.1% | 109 |
|
|
2018
Q1 | $663K | Sell |
10,513
-588
| -5% | -$37.1K | 0.13% | 100 |
|
|
2017
Q4 | $708K | Buy |
+11,101
| New | +$708K | 0.14% | 97 |
|
|
2017
Q3 | – | Sell |
-10,441
| Closed | -$603K | – | 140 |
|
|
2017
Q2 | $603K | Buy |
+10,441
| New | +$603K | 0.13% | 100 |
|
|
2017
Q1 | – | Sell |
-8,503
| Closed | -$453K | – | 150 |
|
|
2016
Q4 | $453K | Buy |
8,503
+2,070
| +32% | +$110K | 0.1% | 107 |
|
|
2016
Q3 | $332K | Buy |
6,433
+1,793
| +39% | +$92.5K | 0.08% | 120 |
|
|
2016
Q2 | $231K | Buy |
+4,640
| New | +$231K | 0.05% | 141 |
|