LBMC Investment Advisors’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 | $1.85M | Sell |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.76M | Hold |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.33M | Hold |
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|
2022
Q4 | $1.24M | Hold |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.34M | Hold |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.29K | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $945K | Hold |
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|
2020
Q2 | $869K | Hold |
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|
2020
Q1 | $718K | Hold |
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|
2019
Q4 | $900K | Hold |
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|
2019
Q3 | $831K | Hold |
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|
2019
Q2 | $823K | Hold |
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|
2019
Q1 | $792K | Hold |
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|
2018
Q4 | $700K | Buy |
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|
2018
Q3 | $600K | Buy |
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|
2018
Q2 | $515K | Buy |
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