NorthRock Partners’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 | $10.8M | Buy |
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|
2025
Q2 | $9.84M | Buy |
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|
2025
Q1 | $8.83M | Sell |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $9.17M | Sell |
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|
2024
Q1 | $9.38M | Sell |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $7.56M | Buy |
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|
2023
Q2 | $653K | Sell |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $563K | Sell |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $728K | Sell |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $946K | Buy |
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|
2021
Q3 | $847K | Hold |
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|
2021
Q2 | $847K | Buy |
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|
2021
Q1 | $749K | Buy |
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|
2020
Q4 | $580K | Buy |
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|
2020
Q3 | $513K | Sell |
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|
2020
Q2 | $472K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $202K | Buy |
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