Moneywise Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.2M | Sell |
709,595
-29,310
| -4% | -$786K | 7.94% | 1 |
|
|
2025
Q4 | $19.9M | Sell |
738,905
-60,485
| -8% | -$1.62M | 8.27% | 1 |
|
|
2025
Q3 | $21.1M | Sell |
799,390
-30,646
| -4% | -$778K | 9.53% | 2 |
|
|
2025
Q2 | $20.3M | Sell |
830,036
-441,190
| -35% | -$9.97M | 9.51% | 2 |
|
|
2025
Q1 | $28.1M | Sell |
1,271,226
-47,182
| -4% | -$1.1M | 14.86% | 1 |
|
|
2024
Q4 | $30.6M | Sell |
1,318,408
-75,902
| -5% | -$1.77M | 15.32% | 1 |
|
|
2024
Q3 | $31.5M | Sell |
1,394,310
-132,993
| -9% | -$2.9M | 15.51% | 1 |
|
|
2024
Q2 | $32.7M | Sell |
1,527,303
-53,328
| -3% | -$1.1M | 17.32% | 1 |
|
|
2024
Q1 | $32.7M | Sell |
1,580,631
-130,701
| -8% | -$2.57M | 17.77% | 1 |
|
|
2023
Q4 | $32.2M | Sell |
1,711,332
-60,744
| -3% | -$1.07M | 18.48% | 1 |
|
|
2023
Q3 | $29.9M | Sell |
1,772,076
-80,838
| -4% | -$1.42M | 18.75% | 1 |
|
|
2023
Q2 | $32.3M | Sell |
1,852,914
-86,805
| -4% | -$1.43M | 20.06% | 1 |
|
|
2023
Q1 | $31.3M | Buy |
1,939,719
+115,485
| +6% | +$1.82M | 20.23% | 1 |
|
|
2022
Q4 | $27.5M | Sell |
1,824,234
-101,469
| -5% | -$1.54M | 20.53% | 1 |
|
|
2022
Q3 | $27.2M | Sell |
1,925,703
-27,612
| -1% | -$433K | 22.18% | 1 |
|
|
2022
Q2 | $29.1M | Sell |
1,953,315
-43,479
| -2% | -$705K | 22.66% | 1 |
|
|
2022
Q1 | $35.8M | Buy |
1,996,794
+78,540
| +4% | +$1.39M | 23.61% | 1 |
|
|
2021
Q4 | $36.4M | Sell |
1,918,254
-188,130
| -9% | -$3.48M | 23.38% | 1 |
|
|
2021
Q3 | $36.5M | Buy |
2,106,384
+338,994
| +19% | +$6.05M | 23.82% | 1 |
|
|
2021
Q2 | $30.6M | Sell |
1,767,390
-42,840
| -2% | -$723K | 20.9% | 1 |
|
|
2021
Q1 | $29M | Sell |
1,810,230
-2,310
| -0.1% | -$36.2K | 19.54% | 1 |
|
|
2020
Q4 | $27.5M | Buy |
1,812,540
+10,992
| +0.6% | +$157K | 19.65% | 1 |
|
|
2020
Q3 | $24.2M | Buy |
1,801,548
+23,448
| +1% | +$312K | 19.22% | 1 |
|
|
2020
Q2 | $22M | Buy |
1,778,100
+112,074
| +7% | +$1.31M | 17.6% | 1 |
|
|
2020
Q1 | $17M | Sell |
1,666,026
-14,094
| -0.8% | -$171K | 14.97% | 1 |
|
|
2019
Q4 | $19.9M | Sell |
1,680,120
-22,752
| -1% | -$279K | 14.94% | 1 |
|
|
2019
Q3 | $20.1M | Sell |
1,702,872
-22,692
| -1% | -$267K | 16.25% | 1 |
|
|
2019
Q2 | $20.2M | Buy |
1,725,564
+215,898
| +14% | +$2.48M | 15.41% | 1 |
|
|
2019
Q1 | $15.9M | Sell |
1,509,666
-115,896
| -7% | -$1.26M | 13.59% | 1 |
|
|
2018
Q4 | $16.2M | Buy |
1,625,562
+36,258
| +2% | +$389K | 15.34% | 1 |
|
|
2018
Q3 | $18.4M | Buy |
1,589,304
+5,244
| +0.3% | +$59.6K | 15.59% | 1 |
|
|
2018
Q2 | $17.2M | Buy |
1,584,060
+29,670
| +2% | +$320K | 14.68% | 1 |
|
|
2018
Q1 | $16.3M | Sell |
1,554,390
-257,232
| -14% | -$2.8M | 13.56% | 1 |
|
|
2017
Q4 | $19.3M | Buy |
1,811,622
+13,956
| +0.8% | +$145K | 14.41% | 1 |
|
|
2017
Q3 | $18M | Buy |
1,797,666
+54,342
| +3% | +$533K | 14.22% | 1 |
|
|
2017
Q2 | $16.8M | Buy |
1,743,324
+49,548
| +3% | +$473K | 14.3% | 1 |
|
|
2017
Q1 | $15.9M | Buy |
1,693,776
+55,500
| +3% | +$513K | 14.39% | 1 |
|
|
2016
Q4 | $14.5M | Buy |
1,638,276
+79,506
| +5% | +$690K | 14.42% | 1 |
|
|
2016
Q3 | $13.4M | Buy |
+1,558,770
| New | +$13.4M | 14.18% | 2 |
|
Other funds holding SCHX
HSA
MGIA
SFG
