LPL Financial’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 | $217M | Buy |
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|
2025
Q2 | $172M | Buy |
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|
2025
Q1 | $151M | Sell |
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|
2024
Q4 | $163M | Buy |
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|
2024
Q3 | $153M | Buy |
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|
2024
Q2 | $141M | Sell |
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|
2024
Q1 | $138M | Buy |
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|
2023
Q4 | $124M | Sell |
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|
2023
Q3 | $113M | Buy |
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|
2023
Q2 | $115M | Buy |
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|
2023
Q1 | $104M | Buy |
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|
2022
Q4 | $95.7M | Buy |
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|
2022
Q3 | $89.5M | Buy |
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|
2022
Q2 | $88M | Buy |
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|
2022
Q1 | $99.2M | Sell |
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|
2021
Q4 | $120M | Buy |
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|
2021
Q3 | $97.1M | Buy |
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|
2021
Q2 | $85.5M | Buy |
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|
2021
Q1 | $78.4M | Buy |
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|
2020
Q4 | $70.1M | Buy |
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|
2020
Q3 | $61M | Buy |
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|
2020
Q2 | $52.2M | Buy |
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|
2020
Q1 | $41.3M | Buy |
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|
2019
Q4 | $47.7M | Buy |
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|
2019
Q3 | $39.9M | Buy |
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|
2019
Q2 | $37.9M | Buy |
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|
2019
Q1 | $30.2M | Buy |
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|
2018
Q4 | $25.1M | Buy |
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|
2018
Q3 | $19.7M | Buy |
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|
2018
Q2 | $14.7M | Buy |
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|
2018
Q1 | $13M | Buy |
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|
2017
Q4 | $9.64M | Buy |
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|
2017
Q3 | $8.63M | Sell |
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|
2017
Q2 | $8.97M | Buy |
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|
2017
Q1 | $8.22M | Buy |
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|
2016
Q4 | $7.21M | Buy |
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|
2016
Q3 | $5.9M | Sell |
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|
2016
Q2 | $6.06M | Sell |
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|
2016
Q1 | $10.2M | Sell |
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|
2015
Q4 | $10.7M | Buy |
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|
2015
Q3 | $4.96M | Buy |
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|
2015
Q2 | $4.51M | Buy |
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|
2015
Q1 | $1.36M | Buy |
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|
2014
Q4 | $838K | Buy |
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|
2014
Q3 | $775K | Buy |
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|
2014
Q2 | $730K | Buy |
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|
2014
Q1 | $664K | Sell |
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|
2013
Q4 | $658K | Buy |
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|
2013
Q3 | $592K | Buy |
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|
2013
Q2 | $409K | Buy |
|