MML Investors 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 | $9.43M | Sell |
385,983
-1,771
| -0.5% | -$43.3K | 0.03% | 547 |
|
|
2025
Q1 | $8.56M | Sell |
387,754
-6,178
| -2% | -$136K | 0.03% | 533 |
|
|
2024
Q4 | $9.13M | Buy |
393,932
+25,853
| +7% | +$599K | 0.03% | 471 |
|
|
2024
Q3 | $8.33M | Sell |
368,079
-98,412
| -21% | -$2.23M | 0.03% | 486 |
|
|
2024
Q2 | $9.99M | Sell |
466,491
-23,748
| -5% | -$509K | 0.04% | 397 |
|
|
2024
Q1 | $10.1M | Buy |
490,239
+24,585
| +5% | +$509K | 0.04% | 407 |
|
|
2023
Q4 | $8.75M | Buy |
465,654
+196,593
| +73% | +$3.7M | 0.04% | 411 |
|
|
2023
Q3 | $4.54M | Sell |
269,061
-63,270
| -19% | -$1.07M | 0.03% | 580 |
|
|
2023
Q2 | $5.8M | Sell |
332,331
-21,708
| -6% | -$379K | 0.03% | 478 |
|
|
2023
Q1 | $5.71M | Buy |
354,039
+13,161
| +4% | +$212K | 0.04% | 419 |
|
|
2022
Q4 | $5.13M | Buy |
340,878
+75,222
| +28% | +$1.13M | 0.03% | 476 |
|
|
2022
Q3 | $3.75M | Sell |
265,656
-7,746
| -3% | -$109K | 0.03% | 525 |
|
|
2022
Q2 | $4.07M | Sell |
273,402
-14,145
| -5% | -$211K | 0.03% | 490 |
|
|
2022
Q1 | $5.16M | Buy |
287,547
+30,045
| +12% | +$539K | 0.04% | 439 |
|
|
2021
Q4 | $4.89M | Buy |
257,502
+24,192
| +10% | +$459K | 0.04% | 450 |
|
|
2021
Q3 | $4.05M | Buy |
233,310
+21,876
| +10% | +$379K | 0.03% | 479 |
|
|
2021
Q2 | $3.66M | Buy |
211,434
+11,274
| +6% | +$195K | 0.03% | 485 |
|
|
2021
Q1 | $3.2M | Buy |
200,160
+37,434
| +23% | +$599K | 0.03% | 488 |
|
|
2020
Q4 | $2.47M | Buy |
162,726
+40,632
| +33% | +$616K | 0.03% | 513 |
|
|
2020
Q3 | $1.64M | Buy |
122,094
+16,008
| +15% | +$215K | 0.02% | 593 |
|
|
2020
Q2 | $1.31M | Buy |
106,086
+34,296
| +48% | +$424K | 0.02% | 632 |
|
|
2020
Q1 | $733K | Buy |
71,790
+14,688
| +26% | +$150K | 0.01% | 718 |
|
|
2019
Q4 | $731K | Buy |
57,102
+18,162
| +47% | +$233K | 0.01% | 853 |
|
|
2019
Q3 | $460K | Sell |
38,940
-109,116
| -74% | -$1.29M | 0.01% | 976 |
|
|
2019
Q2 | $1.73M | Buy |
148,056
+10,530
| +8% | +$123K | 0.02% | 542 |
|
|
2019
Q1 | $1.55M | Sell |
137,526
-822
| -0.6% | -$9.26K | 0.02% | 550 |
|
|
2018
Q4 | $1.38M | Sell |
138,348
-187,740
| -58% | -$1.87M | 0.02% | 545 |
|
|
2018
Q3 | $3.78M | Buy |
326,088
+105,642
| +48% | +$1.22M | 0.06% | 282 |
|
|
2018
Q2 | $2.39M | Sell |
220,446
-128,430
| -37% | -$1.39M | 0.05% | 314 |
|
|
2018
Q1 | $3.67M | Buy |
348,876
+25,704
| +8% | +$270K | 0.08% | 229 |
|
|
2017
Q4 | $3.44M | Buy |
323,172
+42,000
| +15% | +$446K | 0.07% | 243 |
|
|
2017
Q3 | $2.81M | Sell |
281,172
-313,872
| -53% | -$3.14M | 0.06% | 264 |
|
|
2017
Q2 | $5.73M | Buy |
+595,044
| New | +$5.73M | 0.11% | 162 |
|