MCF Advisors’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
Q2 | $19.3M | Buy |
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|
2025
Q1 | $13.6M | Sell |
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|
2024
Q4 | $14.7M | Sell |
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|
2024
Q3 | $14.3M | Sell |
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|
2024
Q2 | $13.8M | Sell |
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|
2024
Q1 | $13.4M | Sell |
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|
2023
Q4 | $13.4M | Sell |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $12.5M | Sell |
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|
2023
Q1 | $12M | Sell |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $9.38M | Sell |
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|
2022
Q2 | $9.96M | Buy |
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|
2022
Q1 | $9.52M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $9.11M | Sell |
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|
2021
Q2 | $9.11M | Sell |
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|
2021
Q1 | $8.66M | Sell |
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|
2020
Q4 | $8.27M | Buy |
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|
2020
Q3 | $7.32M | Sell |
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|
2020
Q2 | $6.96M | Buy |
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|
2020
Q1 | $4.52M | Sell |
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|
2019
Q4 | $15M | Sell |
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|
2019
Q3 | $15.2M | Sell |
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|
2019
Q2 | $15.1M | Buy |
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|
2019
Q1 | $13.7M | Buy |
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|
2018
Q4 | $11.7M | Buy |
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|
2018
Q3 | $9.81M | Sell |
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|
2018
Q2 | $9.81M | Buy |
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|
2018
Q1 | $9.27M | Buy |
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|
2017
Q4 | $8.43M | Buy |
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|
2017
Q3 | $6.39M | Buy |
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|
2017
Q2 | $2.45M | Buy |
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|
2017
Q1 | $1.88M | Buy |
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|
2016
Q4 | $1.16M | Buy |
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|
2016
Q3 | $570K | Buy |
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|
2016
Q2 | $467K | Buy |
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|
2016
Q1 | $425K | Buy |
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|
2015
Q4 | $335K | Sell |
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|
2015
Q3 | $320K | Buy |
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|
2015
Q2 | $224K | Buy |
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|
2015
Q1 | $132K | Buy |
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|
2014
Q4 | $101K | Buy |
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|
2014
Q3 | $60K | Buy |
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|
2014
Q2 | $27K | Buy |
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|
2014
Q1 | $21K | Buy |
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|
2013
Q4 | $14K | Buy |
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