McKinley Carter Wealth Services’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 | $911K | Sell |
|
|||||
|
2025
Q2 | $1.04M | Sell |
|
|||||
|
2025
Q1 | $936K | Sell |
|
|||||
|
2024
Q4 | $1.07M | Sell |
|
|||||
|
2024
Q3 | $1.1M | Buy |
|
|||||
|
2024
Q2 | $963K | Sell |
|
|||||
|
2024
Q1 | $986K | Sell |
|
|||||
|
2023
Q4 | $911K | Sell |
|
|||||
|
2023
Q3 | $819K | Sell |
|
|||||
|
2023
Q2 | $863K | Buy |
|
|||||
|
2023
Q1 | $786K | Buy |
|
|||||
|
2022
Q4 | $733K | Sell |
|
|||||
|
2022
Q3 | $691K | Sell |
|
|||||
|
2022
Q2 | $752K | Buy |
|
|||||
|
2022
Q1 | $883K | Sell |
|
|||||
|
2021
Q4 | $942K | Sell |
|
|||||
|
2021
Q3 | $884K | Sell |
|
|||||
|
2021
Q2 | $906K | Sell |
|
|||||
|
2021
Q1 | $846K | Sell |
|
|||||
|
2020
Q4 | $830K | Buy |
|
|||||
|
2020
Q3 | $652K | Sell |
|
|||||
|
2020
Q2 | $991K | Sell |
|
|||||
|
2020
Q1 | $824K | Sell |
|
|||||
|
2019
Q4 | $1.59M | Buy |
|
|||||
|
2019
Q3 | $1.35M | Buy |
|
|||||
|
2019
Q2 | $918K | Buy |
|
|||||
|
2019
Q1 | $784K | Sell |
|
|||||
|
2018
Q4 | $711K | Sell |
|
|||||
|
2018
Q3 | $842K | Sell |
|
|||||
|
2018
Q2 | $850K | Buy |
|
|||||
|
2018
Q1 | $786K | Buy |
|
|||||
|
2017
Q4 | $771K | Buy |
|
|||||
|
2017
Q3 | $690K | Buy |
|
|||||
|
2017
Q2 | $445K | Buy |
|
|||||
|
2017
Q1 | $267K | Buy |
|
|||||
|
2016
Q4 | $219K | Buy |
|