MCM
Mitchell Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
92,240
+5,093
| +6% | +$127K | 0.43% | 69 |
|
|
2025
Q1 | $1.92M | Buy |
87,147
+458
| +0.5% | +$10.1K | 0.37% | 71 |
|
|
2024
Q4 | $2.01M | Buy |
86,689
+55,770
| +180% | +$1.29M | 0.35% | 69 |
|
|
2024
Q3 | $2.1M | Sell |
30,919
-1,987
| -6% | -$135K | 0.37% | 73 |
|
|
2024
Q2 | $2.11M | Sell |
32,906
-3,911
| -11% | -$251K | 0.37% | 72 |
|
|
2024
Q1 | $2.28M | Sell |
36,817
-370
| -1% | -$23K | 0.44% | 72 |
|
|
2023
Q4 | $2.1M | Sell |
37,187
-24,939
| -40% | -$1.41M | 0.44% | 69 |
|
|
2023
Q3 | $3.14M | Sell |
62,126
-9,897
| -14% | -$501K | 0.75% | 50 |
|
|
2023
Q2 | $3.77M | Sell |
72,023
-7,697
| -10% | -$403K | 0.86% | 44 |
|
|
2023
Q1 | $3.86M | Buy |
79,720
+7,195
| +10% | +$348K | 0.96% | 34 |
|
|
2022
Q4 | $3.27M | Sell |
72,525
-971
| -1% | -$43.8K | 0.91% | 40 |
|
|
2022
Q3 | $3.11M | Sell |
73,496
-286
| -0.4% | -$12.1K | 0.88% | 35 |
|
|
2022
Q2 | $3.3M | Buy |
73,782
+3,252
| +5% | +$145K | 0.92% | 35 |
|
|
2022
Q1 | $3.8M | Buy |
70,530
+35,163
| +99% | +$1.89M | 0.85% | 37 |
|
|
2021
Q4 | $4.03M | Buy |
35,367
+895
| +3% | +$102K | 0.82% | 38 |
|
|
2021
Q3 | $3.59M | Sell |
34,472
-1,392
| -4% | -$145K | 0.8% | 41 |
|
|
2021
Q2 | $3.73M | Buy |
35,864
+1
| +0% | +$104 | 0.82% | 37 |
|
|
2021
Q1 | $3.44M | Sell |
35,863
-4,284
| -11% | -$411K | 0.84% | 38 |
|
|
2020
Q4 | $3.65M | Buy |
40,147
+1,013
| +3% | +$92.1K | 0.92% | 36 |
|
|
2020
Q3 | $3.16M | Sell |
39,134
-14,517
| -27% | -$1.17M | 0.92% | 34 |
|
|
2020
Q2 | $3.98M | Sell |
53,651
-194
| -0.4% | -$14.4K | 1.28% | 19 |
|
|
2020
Q1 | $3.3M | Sell |
53,845
-2,148
| -4% | -$132K | 1.29% | 19 |
|
|
2019
Q4 | $4.3M | Buy |
55,993
+2,608
| +5% | +$200K | 1.37% | 15 |
|
|
2019
Q3 | $3.79M | Buy |
53,385
+8,484
| +19% | +$602K | 1.28% | 23 |
|
|
2019
Q2 | $3.15M | Sell |
44,901
-748
| -2% | -$52.5K | 1.06% | 30 |
|
|
2019
Q1 | $3.09M | Sell |
45,649
-6,045
| -12% | -$409K | 1.09% | 27 |
|
|
2018
Q4 | $3.09M | Sell |
51,694
-948
| -2% | -$56.6K | 1.3% | 26 |
|
|
2018
Q3 | $3.66M | Sell |
52,642
-1,224
| -2% | -$85.1K | 1.19% | 30 |
|
|
2018
Q2 | $3.5M | Buy |
53,866
+1,201
| +2% | +$78.1K | 1.26% | 32 |
|
|
2018
Q1 | $3.32M | Sell |
52,665
-7,974
| -13% | -$503K | 1.2% | 36 |
|
|
2017
Q4 | $3.87M | Sell |
60,639
-21,878
| -27% | -$1.4M | 1.36% | 36 |
|
|
2017
Q3 | $4.95M | Buy |
82,517
+11,352
| +16% | +$682K | 1.81% | 29 |
|
|
2017
Q2 | $4.11M | Buy |
71,165
+2,650
| +4% | +$153K | 1.57% | 34 |
|
|
2017
Q1 | $3.86M | Buy |
68,515
+39,817
| +139% | +$2.24M | 1.43% | 38 |
|
|
2016
Q4 | $1.53M | Buy |
28,698
+22,011
| +329% | +$1.17M | 0.58% | 46 |
|
|
2016
Q3 | $345K | Buy |
+6,687
| New | +$345K | 0.13% | 49 |
|