Mather Group’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 | $220K | Sell |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $529K | Buy |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $511K | Hold |
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $492K | Buy |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $413K | Sell |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $363K | Buy |
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