Novare Capital 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 | $1.93M | Sell |
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|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.69M | Hold |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $753K | Buy |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $680K | Buy |
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|
2023
Q1 | $601K | Sell |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $536K | Sell |
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|
2022
Q2 | $565K | Sell |
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|
2022
Q1 | $744K | Sell |
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|
2021
Q4 | $798K | Buy |
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|
2021
Q3 | $633K | Sell |
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|
2021
Q2 | $646K | Hold |
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|
2021
Q1 | $597K | Sell |
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|
2020
Q4 | $575K | Sell |
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|
2020
Q3 | $522K | Sell |
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|
2020
Q2 | $612K | Buy |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $614K | Buy |
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|
2019
Q3 | $545K | Buy |
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|
2019
Q2 | $473K | Buy |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $268K | Sell |
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|
2018
Q3 | $415K | Buy |
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|
2018
Q2 | $384K | Sell |
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|
2018
Q1 | $374K | Buy |
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|
2017
Q4 | $334K | Sell |
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|
2017
Q3 | $324K | Buy |
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|
2017
Q2 | $299K | Sell |
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|
2017
Q1 | $2.3M | Buy |
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|
2016
Q4 | $2.1M | Sell |
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|
2016
Q3 | $2.34M | Sell |
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|
2016
Q2 | $3.56M | Buy |
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