Mission Wealth Management’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 | $13.1M | Sell |
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|
2025
Q2 | $13.3M | Buy |
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|
2025
Q1 | $4.49M | Sell |
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|
2024
Q4 | $4.76M | Buy |
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|
2024
Q3 | $4.63M | Sell |
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|
2024
Q2 | $4.5M | Sell |
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|
2024
Q1 | $5.73M | Buy |
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|
2023
Q4 | $3.74M | Buy |
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|
2023
Q3 | $3.13M | Sell |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $3.05M | Buy |
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|
2022
Q3 | $2.84M | Sell |
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|
2022
Q2 | $3M | Sell |
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|
2022
Q1 | $3.76M | Sell |
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|
2021
Q4 | $4.01M | Buy |
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|
2021
Q3 | $3.62M | Sell |
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|
2021
Q2 | $3.68M | Sell |
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|
2021
Q1 | $3.59M | Sell |
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|
2020
Q4 | $3.6M | Sell |
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|
2020
Q3 | $3.5M | Sell |
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|
2020
Q2 | $3.56M | Buy |
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|
2020
Q1 | $2.62M | Sell |
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|
2019
Q4 | $3.54M | Sell |
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|
2019
Q3 | $3.37M | Buy |
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|
2019
Q2 | $3.05M | Buy |
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|
2019
Q1 | $2.66M | Buy |
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|
2018
Q4 | $1.98M | Buy |
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|
2018
Q3 | $1.59M | Buy |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $580K | Buy |
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|
2017
Q3 | $435K | Buy |
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|
2017
Q2 | $415K | Hold |
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|
2017
Q1 | $405K | Hold |
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|
2016
Q4 | $383K | Buy |
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|
2016
Q3 | $371K | Hold |
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|
2016
Q2 | $357K | Hold |
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|
2016
Q1 | $351K | Hold |
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|
2015
Q4 | $349K | Buy |
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|
2015
Q3 | $299K | Hold |
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|
2015
Q2 | $324K | Buy |
|