Ogorek Anthony Joseph’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
6,206
| – | – | 0.05% | 77 |
|
|
2025
Q1 | $137K | Buy |
6,206
+5,983
| +2,683% | +$132K | 0.05% | 80 |
|
|
2024
Q4 | $5K | Buy |
223
+1
| +0.5% | +$22 | ﹤0.01% | 255 |
|
|
2024
Q3 | $5K | Hold |
222
| – | – | ﹤0.01% | 235 |
|
|
2024
Q2 | $4K | Hold |
222
| – | – | ﹤0.01% | 238 |
|
|
2024
Q1 | $4K | Hold |
222
| – | – | ﹤0.01% | 245 |
|
|
2023
Q4 | $4K | Hold |
222
| – | – | ﹤0.01% | 252 |
|
|
2023
Q3 | $3K | Hold |
222
| – | – | ﹤0.01% | 237 |
|
|
2023
Q2 | $3K | Hold |
222
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $3K | Hold |
222
| – | – | ﹤0.01% | 239 |
|
|
2022
Q4 | $3K | Sell |
222
-24
| -10% | -$324 | ﹤0.01% | 200 |
|
|
2022
Q3 | $3K | Hold |
246
| – | – | ﹤0.01% | 195 |
|
|
2022
Q2 | $3K | Sell |
246
-12
| -5% | -$146 | ﹤0.01% | 197 |
|
|
2022
Q1 | $4K | Hold |
258
| – | – | ﹤0.01% | 211 |
|
|
2021
Q4 | $4K | Sell |
258
-570
| -69% | -$8.84K | ﹤0.01% | 213 |
|
|
2021
Q3 | $14K | Hold |
828
| – | – | 0.01% | 156 |
|
|
2021
Q2 | $14K | Hold |
828
| – | – | 0.01% | 146 |
|
|
2021
Q1 | $13K | Hold |
828
| – | – | 0.01% | 139 |
|
|
2020
Q4 | $12K | Hold |
828
| – | – | 0.01% | 133 |
|
|
2020
Q3 | $11K | Hold |
828
| – | – | 0.01% | 112 |
|
|
2020
Q2 | $10K | Hold |
828
| – | – | 0.01% | 120 |
|
|
2020
Q1 | $8K | Sell |
828
-2,418
| -74% | -$23.4K | ﹤0.01% | 135 |
|
|
2019
Q4 | $41K | Sell |
3,246
-134,376
| -98% | -$1.7M | 0.02% | 47 |
|
|
2019
Q3 | $1.63M | Sell |
137,622
-3,846
| -3% | -$45.4K | 0.97% | 10 |
|
|
2019
Q2 | $1.65M | Sell |
141,468
-11,460
| -7% | -$134K | 1.11% | 10 |
|
|
2019
Q1 | $1.72M | Buy |
152,928
+8,922
| +6% | +$101K | 1.14% | 10 |
|
|
2018
Q4 | $1.43M | Buy |
+144,006
| New | +$1.43M | 1.14% | 10 |
|