Nottingham 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
Q2 | $3.49M | Sell |
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|
2025
Q1 | $4M | Sell |
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|
2024
Q4 | $7.7M | Sell |
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|
2024
Q3 | $9.11M | Sell |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $8.65M | Sell |
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|
2023
Q2 | $9.09M | Buy |
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|
2023
Q1 | $7.88M | Sell |
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|
2022
Q4 | $8.28M | Sell |
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|
2022
Q3 | $8.06M | Sell |
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|
2022
Q2 | $8.63M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $265K | Sell |
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|
2015
Q1 | $409K | Sell |
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|
2014
Q4 | $10.2M | Buy |
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|
2014
Q3 | $2.79M | Buy |
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