Larson Financial Group’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 | $2.81M | Buy |
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|
2025
Q2 | $2.6M | Sell |
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|
2025
Q1 | $3.7M | Buy |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $829K | Buy |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $467K | Sell |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $248K | Buy |
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|
2019
Q2 | $243K | Buy |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | $174K | Sell |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $216K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $414K | Buy |
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