Nations Financial Group’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 | $5.89M | Buy |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $657K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.16M | Hold |
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|
2020
Q1 | $954K | Buy |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $979K | Buy |
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|
2018
Q4 | $846K | Buy |
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|
2018
Q3 | $924K | Buy |
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|
2018
Q2 | $845K | Buy |
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|
2018
Q1 | $670K | Buy |
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|
2017
Q4 | $594K | Buy |
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|
2017
Q3 | $540K | Buy |
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|
2017
Q2 | $448K | Buy |
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|
2017
Q1 | $347K | Buy |
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