LIA
LBMC Investment Advisors’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 | $1.94M | Sell |
79,388
-1,607
| -2% | -$39.3K | 0.14% | 66 |
|
|
2025
Q1 | $1.79M | Sell |
80,995
-380
| -0.5% | -$8.39K | 0.14% | 64 |
|
|
2024
Q4 | $1.89M | Buy |
81,375
+54,251
| +200% | +$1.26M | 0.15% | 58 |
|
|
2024
Q3 | $1.84M | Sell |
27,124
-302
| -1% | -$20.5K | 0.15% | 57 |
|
|
2024
Q2 | $1.76M | Hold |
27,426
| – | – | 0.15% | 57 |
|
|
2024
Q1 | $1.7M | Buy |
27,426
+2
| +0% | +$124 | 0.15% | 54 |
|
|
2023
Q4 | $1.55M | Buy |
27,424
+2
| +0% | +$113 | 0.15% | 48 |
|
|
2023
Q3 | $1.37M | Sell |
27,422
-95
| -0.3% | -$4.73K | 0.15% | 47 |
|
|
2023
Q2 | $1.44M | Buy |
27,517
+2
| +0% | +$105 | 0.14% | 47 |
|
|
2023
Q1 | $1.33M | Hold |
27,515
| – | – | 0.13% | 46 |
|
|
2022
Q4 | $1.24M | Hold |
27,515
| – | – | 0.13% | 43 |
|
|
2022
Q3 | $1.17M | Sell |
27,515
-2,190
| -7% | -$92.7K | 0.13% | 45 |
|
|
2022
Q2 | $1.33M | Buy |
29,705
+4,863
| +20% | +$217K | 0.14% | 43 |
|
|
2022
Q1 | $1.34M | Buy |
24,842
+12,421
| +100% | +$669K | 0.12% | 50 |
|
|
2021
Q4 | $1.41M | Buy |
12,421
+2,443
| +24% | +$278K | 0.12% | 48 |
|
|
2021
Q3 | $1.29K | Sell |
9,978
-2,116
| -17% | -$273 | 0.12% | 49 |
|
|
2021
Q2 | $1.26M | Sell |
12,094
-507
| -4% | -$52.7K | 0.12% | 51 |
|
|
2021
Q1 | $1.21M | Buy |
12,601
+607
| +5% | +$58.3K | 0.13% | 48 |
|
|
2020
Q4 | $1.09M | Buy |
11,994
+273
| +2% | +$24.8K | 0.13% | 46 |
|
|
2020
Q3 | $945K | Hold |
11,721
| – | – | 0.13% | 46 |
|
|
2020
Q2 | $869K | Hold |
11,721
| – | – | 0.14% | 42 |
|
|
2020
Q1 | $718K | Hold |
11,721
| – | – | 0.13% | 37 |
|
|
2019
Q4 | $900K | Hold |
11,721
| – | – | 0.13% | 40 |
|
|
2019
Q3 | $831K | Hold |
11,721
| – | – | 0.13% | 39 |
|
|
2019
Q2 | $823K | Hold |
11,721
| – | – | 0.12% | 39 |
|
|
2019
Q1 | $792K | Hold |
11,721
| – | – | 0.13% | 40 |
|
|
2018
Q4 | $700K | Buy |
11,721
+3,097
| +36% | +$185K | 0.13% | 40 |
|
|
2018
Q3 | $600K | Buy |
8,624
+697
| +9% | +$48.5K | 0.1% | 54 |
|
|
2018
Q2 | $515K | Buy |
+7,927
| New | +$515K | 0.09% | 56 |
|