Mutual Advisors’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 | $5.99M | Buy |
237,483
+1,753
| +0.7% | +$44.2K | 0.15% | 148 |
|
|
2025
Q1 | $5.13M | Buy |
235,730
+422
| +0.2% | +$9.18K | 0.15% | 143 |
|
|
2024
Q4 | $5.53M | Sell |
235,308
-473,943
| -67% | -$11.1M | 0.16% | 121 |
|
|
2024
Q3 | $5.4M | Buy |
709,251
+484,449
| +216% | +$3.69M | 0.16% | 130 |
|
|
2024
Q2 | $4.83M | Sell |
224,802
-819
| -0.4% | -$17.6K | 0.15% | 140 |
|
|
2024
Q1 | $4.67M | Sell |
225,621
-3,777
| -2% | -$78.1K | 0.15% | 137 |
|
|
2023
Q4 | $4.31M | Buy |
229,398
+1,374
| +0.6% | +$25.8K | 0.15% | 146 |
|
|
2023
Q3 | $3.85M | Buy |
228,024
+38,259
| +20% | +$645K | 0.15% | 139 |
|
|
2023
Q2 | $3.31M | Buy |
189,765
+142,854
| +305% | +$2.49M | 0.13% | 166 |
|
|
2023
Q1 | $756K | Buy |
46,911
+1,890
| +4% | +$30.5K | 0.03% | 505 |
|
|
2022
Q4 | $678K | Sell |
45,021
-6,138
| -12% | -$92.4K | 0.03% | 513 |
|
|
2022
Q3 | $722K | Buy |
51,159
+27,663
| +118% | +$390K | 0.04% | 459 |
|
|
2022
Q2 | $350K | Buy |
23,496
+2,355
| +11% | +$35.1K | 0.02% | 630 |
|
|
2022
Q1 | $379K | Sell |
21,141
-1,707
| -7% | -$30.6K | 0.02% | 650 |
|
|
2021
Q4 | $433K | Buy |
22,848
+1,848
| +9% | +$35K | 0.02% | 619 |
|
|
2021
Q3 | $364K | Sell |
21,000
-270,966
| -93% | -$4.7M | 0.02% | 653 |
|
|
2021
Q2 | $5.06M | Buy |
291,966
+270,990
| +1,292% | +$4.7M | 0.3% | 77 |
|
|
2021
Q1 | $336K | Buy |
20,976
+888
| +4% | +$14.2K | 0.02% | 599 |
|
|
2020
Q4 | $305K | Buy |
20,088
+252
| +1% | +$3.83K | 0.02% | 598 |
|
|
2020
Q3 | $267K | Sell |
19,836
-168
| -0.8% | -$2.26K | 0.02% | 565 |
|
|
2020
Q2 | $247K | Sell |
20,004
-264
| -1% | -$3.26K | 0.02% | 547 |
|
|
2020
Q1 | $207K | Buy |
20,268
+2,556
| +14% | +$26.1K | 0.03% | 495 |
|
|
2019
Q4 | $227K | Buy |
+17,712
| New | +$227K | 0.02% | 534 |
|