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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $668K | Sell |
26,063
-2,658
| -9% | -$71.3K | 0.08% | 111 |
|
|
2025
Q4 | $773K | Hold |
28,721
| – | – | 0.09% | 104 |
|
|
2025
Q3 | $757K | Hold |
28,721
| – | – | 0.09% | 104 |
|
|
2025
Q2 | $702K | Sell |
28,721
-490
| -2% | -$11.1K | 0.08% | 106 |
|
|
2025
Q1 | $645K | Hold |
29,211
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $677K | Sell |
29,211
-1,200
| -4% | -$28K | 0.08% | 107 |
|
|
2024
Q3 | $688K | Hold |
30,411
| – | – | 0.08% | 100 |
|
|
2024
Q2 | $651K | Sell |
30,411
-7,068
| -19% | -$146K | 0.08% | 105 |
|
|
2024
Q1 | $775K | Hold |
37,479
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $705K | Sell |
37,479
-3,540
| -9% | -$62.2K | 0.09% | 104 |
|
|
2023
Q3 | $692K | Hold |
41,019
| – | – | 0.09% | 103 |
|
|
2023
Q2 | $716K | Hold |
41,019
| – | – | 0.09% | 106 |
|
|
2023
Q1 | $661K | Sell |
41,019
-789
| -2% | -$12.4K | 0.09% | 109 |
|
|
2022
Q4 | $629K | Hold |
41,808
| – | – | 0.09% | 110 |
|
|
2022
Q3 | $590K | Hold |
41,808
| – | – | 0.09% | 111 |
|
|
2022
Q2 | $622K | Hold |
41,808
| – | – | 0.09% | 112 |
|
|
2022
Q1 | $750K | Hold |
41,808
| – | – | 0.09% | 113 |
|
|
2021
Q4 | $793K | Hold |
41,808
| – | – | 0.09% | 111 |
|
|
2021
Q3 | $725K | Hold |
41,808
| – | – | 0.09% | 115 |
|
|
2021
Q2 | $724K | Buy |
41,808
+600
| +1% | +$10.1K | 0.09% | 113 |
|
|
2021
Q1 | $660K | Sell |
41,208
-7,638
| -16% | -$120K | 0.09% | 112 |
|
|
2020
Q4 | $740K | Buy |
48,846
+5,268
| +12% | +$75.4K | 0.09% | 114 |
|
|
2020
Q3 | $586K | Hold |
43,578
| – | – | 0.08% | 119 |
|
|
2020
Q2 | $538K | Sell |
43,578
-13,866
| -24% | -$162K | 0.08% | 125 |
|
|
2020
Q1 | $586K | Sell |
57,444
-1,800
| -3% | -$21.9K | 0.11% | 114 |
|
|
2019
Q4 | $758K | Sell |
59,244
-402
| -0.7% | -$4.93K | 0.11% | 114 |
|
|
2019
Q3 | $705K | Sell |
59,646
-960
| -2% | -$11.3K | 0.11% | 114 |
|
|
2019
Q2 | $709K | Buy |
60,606
+10,398
| +21% | +$119K | 0.11% | 114 |
|
|
2019
Q1 | $566K | Hold |
50,208
| – | – | 0.1% | 107 |
|
|
2018
Q4 | $500K | Hold |
50,208
| – | – | 0.1% | 108 |
|
|
2018
Q3 | $582K | Hold |
50,208
| – | – | 0.1% | 108 |
|
|
2018
Q2 | $544K | Sell |
50,208
-12,870
| -20% | -$139K | 0.1% | 109 |
|
|
2018
Q1 | $663K | Sell |
63,078
-3,528
| -5% | -$38.4K | 0.13% | 100 |
|
|
2017
Q4 | $708K | Buy |
+66,606
| New | +$690K | 0.14% | 97 |
|
|
2017
Q3 | – | Sell |
-62,646
| Closed | -$603K | – | 140 |
|
|
2017
Q2 | $603K | Buy |
+62,646
| New | +$598K | 0.13% | 100 |
|
|
2017
Q1 | – | Sell |
-51,018
| Closed | -$453K | – | 150 |
|
|
2016
Q4 | $453K | Buy |
51,018
+12,420
| +32% | +$108K | 0.1% | 107 |
|
|
2016
Q3 | $332K | Buy |
38,598
+10,758
| +39% | +$92.3K | 0.08% | 120 |
|
|
2016
Q2 | $231K | Buy |
+27,840
| New | +$229K | 0.05% | 141 |
|
Other funds holding SCHX
HSA
MGIA
SFG
