Mutual Advisors’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 | $6.36M | Buy |
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|
2025
Q2 | $5.99M | Buy |
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|
2025
Q1 | $5.13M | Buy |
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|
2024
Q4 | $5.53M | Sell |
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|
2024
Q3 | $5.4M | Buy |
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|
2024
Q2 | $4.83M | Sell |
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|
2024
Q1 | $4.67M | Sell |
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|
2023
Q4 | $4.31M | Buy |
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|
2023
Q3 | $3.85M | Buy |
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|
2023
Q2 | $3.31M | Buy |
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|
2023
Q1 | $756K | Buy |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $722K | Buy |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $364K | Sell |
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|
2021
Q2 | $5.06M | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $227K | Buy |
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