Mirador Capital Partners’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 | $1M | Sell |
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|
2025
Q2 | $933K | Sell |
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|
2025
Q1 | $852K | Sell |
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|
2024
Q4 | $933K | Buy |
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|
2024
Q3 | $882K | Sell |
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|
2024
Q2 | $933K | Buy |
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|
2024
Q1 | $896K | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $283K | Buy |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $601K | Buy |
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|
2019
Q3 | $532K | Buy |
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|
2019
Q2 | $518K | Buy |
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|
2019
Q1 | $482K | Buy |
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|
2018
Q4 | $396K | Sell |
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|
2018
Q3 | $464K | Buy |
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|
2018
Q2 | $433K | Buy |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $380K | Sell |
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|
2017
Q3 | $372K | Buy |
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|
2017
Q2 | $353K | Buy |
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|
2017
Q1 | $326K | Buy |
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|
2016
Q4 | $296K | Buy |
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