McDonald Partners’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 | $512K | Hold |
20,957
| – | – | 0.12% | 169 |
|
|
2025
Q1 | $463K | Hold |
20,957
| – | – | 0.12% | 170 |
|
|
2024
Q4 | $486K | Sell |
20,957
-94
| -0.4% | -$2.18K | 0.12% | 166 |
|
|
2024
Q3 | $476K | Hold |
21,051
| – | – | 0.12% | 167 |
|
|
2024
Q2 | $451K | Hold |
21,051
| – | – | 0.12% | 171 |
|
|
2024
Q1 | $435K | Hold |
21,051
| – | – | 0.12% | 181 |
|
|
2023
Q4 | $396K | Hold |
21,051
| – | – | 0.12% | 178 |
|
|
2023
Q3 | $355K | Hold |
21,051
| – | – | 0.12% | 177 |
|
|
2023
Q2 | $367K | Hold |
21,051
| – | – | 0.11% | 182 |
|
|
2023
Q1 | $339K | Sell |
21,051
-1,950
| -8% | -$31.4K | 0.11% | 185 |
|
|
2022
Q4 | $346K | Hold |
23,001
| – | – | 0.12% | 173 |
|
|
2022
Q3 | $325K | Sell |
23,001
-1,935
| -8% | -$27.3K | 0.12% | 170 |
|
|
2022
Q2 | $371K | Sell |
24,936
-600
| -2% | -$8.93K | 0.09% | 209 |
|
|
2022
Q1 | $458K | Buy |
+25,536
| New | +$458K | 0.1% | 210 |
|