Manchester 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 | $24.5M | Sell |
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|
2025
Q2 | $26.3M | Sell |
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|
2025
Q1 | $27.2M | Sell |
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|
2024
Q4 | $28.8M | Sell |
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|
2024
Q3 | $28.1M | Sell |
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|
2024
Q2 | $27.1M | Sell |
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|
2024
Q1 | $26.5M | Sell |
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|
2023
Q4 | $25.2M | Sell |
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|
2023
Q3 | $23.9M | Sell |
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|
2023
Q2 | $26M | Sell |
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|
2023
Q1 | $24.6M | Buy |
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|
2022
Q4 | $21.8M | Sell |
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|
2022
Q3 | $20.4M | Buy |
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|
2022
Q2 | $21.3M | Sell |
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|
2022
Q1 | $25.9M | Buy |
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|
2021
Q4 | $24.1M | Sell |
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|
2021
Q3 | $22.2M | Sell |
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|
2021
Q2 | $23.5M | Buy |
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|
2021
Q1 | $21.3M | Buy |
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|
2020
Q4 | $13.6M | Sell |
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|
2020
Q3 | $12.2M | Buy |
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|
2020
Q2 | $8.4M | Sell |
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|
2020
Q1 | $7.07M | Sell |
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|
2019
Q4 | $11.6M | Sell |
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|
2019
Q3 | $11.7M | Sell |
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|
2019
Q2 | $11.6M | Sell |
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|
2019
Q1 | $12.6M | Buy |
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|
2018
Q4 | $9.45M | Buy |
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