Lutz Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
737,537
+150,874
| +26% | +$3.69M | 1.4% | 20 |
|
|
2025
Q1 | $13M | Buy |
586,663
+17,629
| +3% | +$389K | 1.06% | 26 |
|
|
2024
Q4 | $13.2M | Sell |
569,034
-20,523
| -3% | -$476K | 1.07% | 27 |
|
|
2024
Q3 | $13.3M | Sell |
589,557
-26,244
| -4% | -$594K | 1.08% | 27 |
|
|
2024
Q2 | $13.2M | Sell |
615,801
-21,108
| -3% | -$452K | 1.15% | 27 |
|
|
2024
Q1 | $13.2M | Sell |
636,909
-8,640
| -1% | -$179K | 1.15% | 26 |
|
|
2023
Q4 | $12.1M | Buy |
645,549
+38,121
| +6% | +$717K | 1.14% | 26 |
|
|
2023
Q3 | $10.2M | Sell |
607,428
-83,541
| -12% | -$1.41M | 1.12% | 24 |
|
|
2023
Q2 | $12.1M | Sell |
690,969
-4,896
| -0.7% | -$85.5K | 1.3% | 22 |
|
|
2023
Q1 | $11.2M | Buy |
695,865
+11,964
| +2% | +$193K | 1.28% | 22 |
|
|
2022
Q4 | $10.3M | Buy |
683,901
+148,635
| +28% | +$2.24M | 1.26% | 26 |
|
|
2022
Q3 | $7.56M | Sell |
535,266
-74,094
| -12% | -$1.05M | 1.03% | 28 |
|
|
2022
Q2 | $9.07M | Buy |
609,360
+400,284
| +191% | +$5.96M | 1.2% | 27 |
|
|
2022
Q1 | $3.75M | Buy |
209,076
+47,700
| +30% | +$856K | 0.46% | 37 |
|
|
2021
Q4 | $3.06M | Sell |
161,376
-42
| -0% | -$797 | 0.38% | 39 |
|
|
2021
Q3 | $2.8M | Buy |
161,418
+3,186
| +2% | +$55.2K | 0.36% | 40 |
|
|
2021
Q2 | $2.74M | Sell |
158,232
-1,986
| -1% | -$34.4K | 0.37% | 39 |
|
|
2021
Q1 | $2.56M | Buy |
160,218
+1,482
| +0.9% | +$23.7K | 0.38% | 38 |
|
|
2020
Q4 | $2.41M | Buy |
158,736
+4,914
| +3% | +$74.5K | 0.4% | 37 |
|
|
2020
Q3 | $2.07M | Sell |
153,822
-1,596
| -1% | -$21.4K | 0.4% | 37 |
|
|
2020
Q2 | $1.92M | Sell |
155,418
-21,144
| -12% | -$261K | 0.39% | 36 |
|
|
2020
Q1 | $1.8M | Buy |
+176,562
| New | +$1.8M | 0.4% | 38 |
|