Northwest Quadrant Wealth Management’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 | $138M | Buy |
|
|||||
|
2025
Q2 | $117M | Buy |
|
|||||
|
2025
Q1 | $105M | Buy |
|
|||||
|
2024
Q4 | $108M | Buy |
|
|||||
|
2024
Q3 | $103M | Buy |
|
|||||
|
2024
Q2 | $97.8M | Buy |
|
|||||
|
2024
Q1 | $93.4M | Buy |
|
|||||
|
2023
Q4 | $84.5M | Sell |
|
|||||
|
2023
Q3 | $76.1M | Buy |
|
|||||
|
2023
Q2 | $77.4M | Buy |
|
|||||
|
2023
Q1 | $71.4M | Buy |
|
|||||
|
2022
Q4 | $65.5M | Buy |
|
|||||
|
2022
Q3 | $61M | Buy |
|
|||||
|
2022
Q2 | $64.2M | Buy |
|
|||||
|
2022
Q1 | $75.9M | Buy |
|
|||||
|
2021
Q4 | $78.4M | Sell |
|
|||||
|
2021
Q3 | $88.1M | Buy |
|
|||||
|
2021
Q2 | $85.7M | Buy |
|
|||||
|
2021
Q1 | $77.1M | Buy |
|
|||||
|
2020
Q4 | $69.9M | Buy |
|
|||||
|
2020
Q3 | $58.3M | Buy |
|
|||||
|
2020
Q2 | $52.3M | Buy |
|
|||||
|
2020
Q1 | $47.9M | Buy |
|
|||||
|
2019
Q4 | $49.5M | Sell |
|
|||||
|
2019
Q3 | $48.5M | Buy |
|
|||||
|
2019
Q2 | $44.9M | Buy |
|
|||||
|
2019
Q1 | $43.3M | Buy |
|
|||||
|
2018
Q4 | $39M | Buy |
|
|||||
|
2018
Q3 | $39.3M | Buy |
|
|||||
|
2018
Q2 | $37.1M | Buy |
|
|||||
|
2018
Q1 | $29.7M | Buy |
|
|||||
|
2017
Q4 | $27.8M | Buy |
|
|||||
|
2017
Q3 | $26.1M | Buy |
|
|||||
|
2017
Q2 | $22.7M | Buy |
|
|||||
|
2017
Q1 | $20M | Buy |
|
|||||
|
2016
Q4 | $17.8M | Buy |
|