Money Concepts Capital’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 | $330K | Buy |
13,512
+55
| +0.4% | +$1.34K | 0.02% | 359 |
|
|
2025
Q1 | $297K | Sell |
13,457
-96,444
| -88% | -$2.13M | 0.02% | 356 |
|
|
2024
Q4 | $2.55M | Buy |
109,901
+96,350
| +711% | +$2.23M | 0.19% | 125 |
|
|
2024
Q3 | $306K | Sell |
13,551
-137,493
| -91% | -$3.11M | 0.02% | 345 |
|
|
2024
Q2 | $3.23M | Buy |
151,044
+137,268
| +996% | +$2.94M | 0.27% | 86 |
|
|
2024
Q1 | $285K | Buy |
+13,776
| New | +$285K | 0.03% | 341 |
|
|
2023
Q1 | – | Sell |
-8,424
| Closed | -$127K | – | 2468 |
|
|
2022
Q4 | $127K | Buy |
8,424
+1,584
| +23% | +$23.8K | 0.01% | 877 |
|
|
2022
Q3 | $97K | Sell |
6,840
-10,314
| -60% | -$146K | 0.01% | 582 |
|
|
2022
Q2 | $258K | Sell |
17,154
-6,786
| -28% | -$102K | 0.02% | 361 |
|
|
2022
Q1 | $430K | Sell |
23,940
-26,400
| -52% | -$474K | 0.02% | 487 |
|
|
2021
Q4 | $955K | Buy |
+50,340
| New | +$955K | 0.08% | 215 |
|
|
2021
Q1 | $571K | Hold |
35,700
| – | – | 0.05% | 296 |
|
|
2020
Q4 | $541K | Buy |
+35,700
| New | +$541K | 0.05% | 272 |
|