MOTCO’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 | $319K | Sell |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $194K | Hold |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $192K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | $117K | Hold |
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|
2020
Q4 | $111K | Hold |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $90K | Sell |
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|
2020
Q1 | $121K | Hold |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $140K | Hold |
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|
2019
Q2 | $138K | Hold |
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|
2019
Q1 | $133K | Hold |
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|
2018
Q4 | $118K | Hold |
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|
2018
Q3 | $137K | Hold |
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|
2018
Q2 | $128K | Hold |
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|
2018
Q1 | $124K | Hold |
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|
2017
Q4 | $126K | Buy |
|