Newman Dignan & Sheerar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.7M | Sell |
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|
2025
Q2 | $38.2M | Buy |
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|
2025
Q1 | $34.4M | Buy |
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|
2024
Q4 | $34.7M | Sell |
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|
2024
Q3 | $34.4M | Buy |
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|
2024
Q2 | $31.5M | Buy |
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|
2024
Q1 | $29.8M | Buy |
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|
2023
Q4 | $26.1M | Buy |
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|
2023
Q3 | $22.4M | Buy |
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|
2023
Q2 | $22.1M | Buy |
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|
2023
Q1 | $18.4M | Buy |
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|
2022
Q4 | $16.8M | Buy |
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|
2022
Q3 | $15.4K | Buy |
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|
2022
Q2 | $16M | Buy |
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|
2022
Q1 | $18.2K | Sell |
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|
2021
Q4 | $19.4M | Sell |
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|
2021
Q3 | $17.9M | Buy |
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|
2021
Q2 | $17.8M | Sell |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $15.4K | Buy |
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|
2020
Q3 | $13.3M | Buy |
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|
2020
Q2 | $12.5M | Buy |
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|
2020
Q1 | $10.3M | Sell |
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|
2019
Q4 | $10.1K | Buy |
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|
2019
Q3 | $8.87M | Buy |
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|
2019
Q2 | $8.56K | Buy |
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|
2019
Q1 | $8.09M | Sell |
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|
2018
Q4 | $68.5K | Buy |
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|
2018
Q3 | $7.25M | Buy |
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|
2018
Q2 | $6.61K | Buy |
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|
2018
Q1 | $6.35M | Buy |
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|
2017
Q4 | $5.73M | Buy |
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|
2017
Q3 | $4.16M | Buy |
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|
2017
Q2 | $3.8M | Buy |
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|
2017
Q1 | $3.63K | Buy |
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|
2016
Q4 | $3.38M | Buy |
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|
2016
Q3 | $3.18M | Sell |
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|
2016
Q2 | $3.15M | Buy |
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|
2016
Q1 | $3M | Buy |
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|
2015
Q4 | $2.85M | Buy |
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|
2015
Q3 | $2.58M | Buy |
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|
2015
Q2 | $2.75M | Buy |
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|
2015
Q1 | $2.71M | Buy |
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|
2014
Q4 | $2.47K | Buy |
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|
2014
Q3 | $2.1M | Buy |
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|
2014
Q2 | $1.95K | Buy |
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|
2014
Q1 | $537K | Buy |
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|
2013
Q4 | $498 | Buy |
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|
2013
Q3 | $430K | Buy |
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|
2013
Q2 | $385 | Buy |
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