McKinley Carter Wealth Services’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 | $1.04M | Sell |
42,351
-24
| -0.1% | -$587 | 0.06% | 163 |
|
|
2025
Q1 | $936K | Sell |
42,375
-3,786
| -8% | -$83.6K | 0.06% | 163 |
|
|
2024
Q4 | $1.07M | Sell |
46,161
-2,328
| -5% | -$54K | 0.07% | 150 |
|
|
2024
Q3 | $1.1M | Buy |
48,489
+3,522
| +8% | +$79.7K | 0.07% | 152 |
|
|
2024
Q2 | $963K | Sell |
44,967
-2,715
| -6% | -$58.1K | 0.06% | 160 |
|
|
2024
Q1 | $986K | Sell |
47,682
-768
| -2% | -$15.9K | 0.07% | 154 |
|
|
2023
Q4 | $911K | Sell |
48,450
-120
| -0.2% | -$2.26K | 0.07% | 151 |
|
|
2023
Q3 | $819K | Sell |
48,570
-840
| -2% | -$14.2K | 0.07% | 161 |
|
|
2023
Q2 | $863K | Buy |
49,410
+669
| +1% | +$11.7K | 0.06% | 158 |
|
|
2023
Q1 | $786K | Buy |
48,741
+15
| +0% | +$242 | 0.06% | 165 |
|
|
2022
Q4 | $733K | Sell |
48,726
-198
| -0.4% | -$2.98K | 0.06% | 167 |
|
|
2022
Q3 | $691K | Sell |
48,924
-1,623
| -3% | -$22.9K | 0.06% | 155 |
|
|
2022
Q2 | $752K | Buy |
50,547
+1,350
| +3% | +$20.1K | 0.07% | 160 |
|
|
2022
Q1 | $883K | Sell |
49,197
-453
| -0.9% | -$8.13K | 0.07% | 155 |
|
|
2021
Q4 | $942K | Sell |
49,650
-1,356
| -3% | -$25.7K | 0.07% | 146 |
|
|
2021
Q3 | $884K | Sell |
51,006
-1,278
| -2% | -$22.1K | 0.07% | 149 |
|
|
2021
Q2 | $906K | Sell |
52,284
-588
| -1% | -$10.2K | 0.07% | 148 |
|
|
2021
Q1 | $846K | Sell |
52,872
-1,920
| -4% | -$30.7K | 0.07% | 152 |
|
|
2020
Q4 | $830K | Buy |
54,792
+6,270
| +13% | +$95K | 0.11% | 136 |
|
|
2020
Q3 | $652K | Sell |
48,522
-31,716
| -40% | -$426K | 0.15% | 90 |
|
|
2020
Q2 | $991K | Sell |
80,238
-438
| -0.5% | -$5.41K | 0.24% | 71 |
|
|
2020
Q1 | $824K | Sell |
80,676
-43,470
| -35% | -$444K | 0.25% | 76 |
|
|
2019
Q4 | $1.59M | Buy |
124,146
+10,290
| +9% | +$132K | 0.37% | 59 |
|
|
2019
Q3 | $1.35M | Buy |
113,856
+35,370
| +45% | +$418K | 0.34% | 65 |
|
|
2019
Q2 | $918K | Buy |
78,486
+8,934
| +13% | +$104K | 0.25% | 75 |
|
|
2019
Q1 | $784K | Sell |
69,552
-1,926
| -3% | -$21.7K | 0.22% | 84 |
|
|
2018
Q4 | $711K | Sell |
71,478
-1,152
| -2% | -$11.5K | 0.23% | 81 |
|
|
2018
Q3 | $842K | Sell |
72,630
-5,856
| -7% | -$67.9K | 0.25% | 77 |
|
|
2018
Q2 | $850K | Buy |
78,486
+3,714
| +5% | +$40.2K | 0.27% | 72 |
|
|
2018
Q1 | $786K | Buy |
74,772
+2,274
| +3% | +$23.9K | 0.26% | 77 |
|
|
2017
Q4 | $771K | Buy |
72,498
+3,564
| +5% | +$37.9K | 0.27% | 76 |
|
|
2017
Q3 | $690K | Buy |
68,934
+22,680
| +49% | +$227K | 0.26% | 72 |
|
|
2017
Q2 | $445K | Buy |
46,254
+17,808
| +63% | +$171K | 0.2% | 80 |
|
|
2017
Q1 | $267K | Buy |
28,446
+3,756
| +15% | +$35.3K | 0.12% | 108 |
|
|
2016
Q4 | $219K | Buy |
+24,690
| New | +$219K | 0.11% | 116 |
|