Miracle Mile Advisors’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 | $240K | Sell |
9,807
-778
| -7% | -$19K | ﹤0.01% | 639 |
|
2025
Q1 | $234K | Sell |
10,585
-15,057
| -59% | -$332K | ﹤0.01% | 569 |
|
2024
Q4 | $594K | Buy |
25,642
+145
| +0.6% | +$3.36K | 0.01% | 415 |
|
2024
Q3 | $577K | Buy |
25,497
+2,097
| +9% | +$47.4K | 0.01% | 349 |
|
2024
Q2 | $501K | Hold |
23,400
| – | – | 0.01% | 345 |
|
2024
Q1 | $484K | Buy |
23,400
+48
| +0.2% | +$993 | 0.01% | 349 |
|
2023
Q4 | $439K | Buy |
23,352
+2,067
| +10% | +$38.9K | 0.01% | 354 |
|
2023
Q3 | $359K | Sell |
21,285
-5,745
| -21% | -$96.9K | 0.01% | 374 |
|
2023
Q2 | $472K | Sell |
27,030
-657
| -2% | -$11.5K | 0.01% | 358 |
|
2023
Q1 | $446K | Sell |
27,687
-1,965
| -7% | -$31.7K | 0.01% | 371 |
|
2022
Q4 | $446K | Buy |
29,652
+2,718
| +10% | +$40.9K | 0.02% | 376 |
|
2022
Q3 | $380K | Sell |
26,934
-1,224
| -4% | -$17.3K | 0.02% | 324 |
|
2022
Q2 | $419K | Sell |
28,158
-3,384
| -11% | -$50.4K | 0.02% | 328 |
|
2022
Q1 | $566K | Sell |
31,542
-150,306
| -83% | -$2.7M | 0.02% | 303 |
|
2021
Q4 | $3.45M | Sell |
181,848
-2,682
| -1% | -$50.9K | 0.13% | 131 |
|
2021
Q3 | $3.2M | Sell |
184,530
-4,596
| -2% | -$79.7K | 0.15% | 127 |
|
2021
Q2 | $3.28M | Sell |
189,126
-1,032
| -0.5% | -$17.9K | 0.17% | 113 |
|
2021
Q1 | $3.04M | Sell |
190,158
-12,330
| -6% | -$197K | 0.17% | 113 |
|
2020
Q4 | $3.07M | Sell |
202,488
-150,012
| -43% | -$2.27M | 0.19% | 113 |
|
2020
Q3 | $4.74M | Buy |
352,500
+176,808
| +101% | +$2.38M | 0.33% | 68 |
|
2020
Q2 | $2.17M | Sell |
175,692
-18,138
| -9% | -$224K | 0.18% | 123 |
|
2020
Q1 | $1.98M | Sell |
193,830
-13,512
| -7% | -$138K | 0.21% | 88 |
|
2019
Q4 | $2.65M | Sell |
207,342
-4,050
| -2% | -$51.8K | 0.18% | 104 |
|
2019
Q3 | $2.5M | Buy |
+211,392
| New | +$2.5M | 0.18% | 110 |
|
2016
Q3 | – | Sell |
-136,410
| Closed | -$1.17M | – | 94 |
|
2016
Q2 | $1.17M | Buy |
+136,410
| New | +$1.17M | 0.38% | 23 |
|