Macroview Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $428K | Buy |
16,698
+3,497
| +26% | +$93.8K | 0.3% | 61 |
|
|
2025
Q4 | $355K | Sell |
13,201
-122
| -0.9% | -$3.26K | 0.24% | 71 |
|
|
2025
Q3 | $351K | Buy |
13,323
+223
| +2% | +$5.66K | 0.26% | 67 |
|
|
2025
Q2 | $320K | Sell |
13,100
-120
| -0.9% | -$2.71K | 0.26% | 68 |
|
|
2025
Q1 | $292K | Sell |
13,220
-189
| -1% | -$4.4K | 0.27% | 66 |
|
|
2024
Q4 | $311K | Buy |
13,409
+23
| +0.2% | +$536 | 0.31% | 63 |
|
|
2024
Q3 | $303K | Buy |
13,386
+240
| +2% | +$5.23K | 0.3% | 59 |
|
|
2024
Q2 | $282K | Buy |
13,146
+117
| +0.9% | +$2.42K | 0.3% | 60 |
|
|
2024
Q1 | $270K | Buy |
13,029
+603
| +5% | +$11.9K | 0.3% | 62 |
|
|
2023
Q4 | $234K | Buy |
12,426
+147
| +1% | +$2.58K | 0.28% | 65 |
|
|
2023
Q3 | $207K | Buy |
12,279
+243
| +2% | +$4.26K | 0.28% | 61 |
|
|
2023
Q2 | $210K | Buy |
12,036
+36
| +0.3% | +$594 | 0.32% | 48 |
|
|
2023
Q1 | $193K | Buy |
12,000
+66
| +0.6% | +$1.04K | 0.31% | 49 |
|
|
2022
Q4 | $180K | Buy |
11,934
+672
| +6% | +$10.2K | 0.31% | 49 |
|
|
2022
Q3 | $159K | Buy |
11,262
+942
| +9% | +$14.8K | 0.29% | 52 |
|
|
2022
Q2 | $154K | Buy |
10,320
+864
| +9% | +$14K | 0.25% | 54 |
|
|
2022
Q1 | $170K | Buy |
9,456
+432
| +5% | +$7.65K | 0.24% | 55 |
|
|
2021
Q4 | $171K | Buy |
9,024
+516
| +6% | +$9.53K | 0.22% | 51 |
|
|
2021
Q3 | $148K | Buy |
8,508
+372
| +5% | +$6.63K | 0.19% | 52 |
|
|
2021
Q2 | $141K | Buy |
8,136
+462
| +6% | +$7.79K | 0.19% | 52 |
|
|
2021
Q1 | $123K | Buy |
7,674
+942
| +14% | +$14.8K | 0.18% | 50 |
|
|
2020
Q4 | $102K | Buy |
6,732
+1,260
| +23% | +$18K | 0.15% | 57 |
|
|
2020
Q3 | $74K | Buy |
5,472
+1,236
| +29% | +$16.4K | 0.13% | 58 |
|
|
2020
Q2 | $52K | Buy |
4,236
+966
| +30% | +$11.3K | 0.11% | 70 |
|
|
2020
Q1 | $33K | Buy |
3,270
+1,224
| +60% | +$14.9K | 0.07% | 82 |
|
|
2019
Q4 | $26K | Buy |
2,046
+660
| +48% | +$8.09K | 0.05% | 99 |
|
|
2019
Q3 | $16K | Buy |
1,386
+336
| +32% | +$3.96K | 0.03% | 122 |
|
|
2019
Q2 | $12K | Sell |
1,050
-1,632
| -61% | -$18.7K | 0.03% | 137 |
|
|
2019
Q1 | $30K | Buy |
2,682
+2,184
| +439% | +$23.7K | 0.07% | 93 |
|
|
2018
Q4 | $5K | Buy |
498
+384
| +337% | +$4.12K | 0.02% | 158 |
|
|
2018
Q3 | $1K | Buy |
114
+6
| +6% | +$68 | ﹤0.01% | 308 |
|
|
2018
Q2 | $1K | Buy |
+108
| New | +$1.17K | ﹤0.01% | 268 |
|
|
2017
Q3 | – | Sell |
-90
| Closed | -$1K | – | 188 |
|
|
2017
Q2 | $1K | Buy |
90
+24
| +36% | +$229 | 0.01% | 176 |
|
|
2017
Q1 | $1K | Buy |
+66
| New | +$610 | 0.01% | 109 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Macroview Investment Management's SCHX Position: Q1 2026 in Review
Macroview Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 26% in Q1 2026, buying an estimated $93.8K and bringing the position to 16,698 shares worth $428K. The position accounts for 0.3% of the portfolio, ranked #61.
Macroview Investment Management first reported a position in SCHX in Q1 2017 and has held it in 34 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Macroview Investment Management held 16,698 shares of Schwab US Large- Cap ETF worth $428K as of Q1 2026.
- Macroview Investment Management bought 3,497 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $93.8K.
- Schwab US Large- Cap ETF made up 0.3% of Macroview Investment Management's portfolio in Q1 2026, its #61 holding.
- Macroview Investment Management first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 34 quarters since.
- 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Macroview Investment Management's 13F filing for Q1 2026, filed 8 May 2026.