Lutz Financial Services’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 | $19.4M | Sell |
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|
2025
Q2 | $18M | Buy |
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|
2025
Q1 | $13M | Buy |
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|
2024
Q4 | $13.2M | Sell |
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|
2024
Q3 | $13.3M | Sell |
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|
2024
Q2 | $13.2M | Sell |
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|
2024
Q1 | $13.2M | Sell |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $7.56M | Sell |
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|
2022
Q2 | $9.07M | Buy |
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|
2022
Q1 | $3.75M | Buy |
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|
2021
Q4 | $3.06M | Sell |
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|
2021
Q3 | $2.8M | Buy |
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|
2021
Q2 | $2.74M | Sell |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $1.92M | Sell |
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|
2020
Q1 | $1.8M | Buy |
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