Oldfather Financial Services’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 | $1.69M | Sell |
69,183
-355
| -0.5% | -$8.68K | 0.58% | 26 |
|
|
2025
Q1 | $1.54M | Buy |
69,538
+1,401
| +2% | +$30.9K | 0.58% | 26 |
|
|
2024
Q4 | $1.58M | Sell |
68,137
-593
| -0.9% | -$13.7K | 0.6% | 25 |
|
|
2024
Q3 | $1.55M | Buy |
68,730
+159
| +0.2% | +$3.6K | 0.6% | 23 |
|
|
2024
Q2 | $1.47M | Sell |
68,571
-1,542
| -2% | -$33K | 0.6% | 23 |
|
|
2024
Q1 | $1.45M | Sell |
70,113
-9,744
| -12% | -$202K | 0.6% | 23 |
|
|
2023
Q4 | $1.5M | Sell |
79,857
-597
| -0.7% | -$11.2K | 0.67% | 22 |
|
|
2023
Q3 | $1.36M | Sell |
80,454
-138
| -0.2% | -$2.33K | 0.69% | 21 |
|
|
2023
Q2 | $1.41M | Sell |
80,592
-492
| -0.6% | -$8.59K | 0.69% | 22 |
|
|
2023
Q1 | $1.31M | Sell |
81,084
-51
| -0.1% | -$822 | 0.68% | 24 |
|
|
2022
Q4 | $1.22M | Sell |
81,135
-2,694
| -3% | -$40.5K | 0.7% | 24 |
|
|
2022
Q3 | $1.18M | Sell |
83,829
-375
| -0.4% | -$5.29K | 0.74% | 25 |
|
|
2022
Q2 | $1.33M | Buy |
84,204
+2,658
| +3% | +$42.1K | 0.76% | 25 |
|
|
2022
Q1 | $1.38M | Buy |
81,546
+4,848
| +6% | +$82.1K | 0.75% | 25 |
|
|
2021
Q4 | $1.36M | Buy |
76,698
+5,646
| +8% | +$100K | 0.72% | 26 |
|
|
2021
Q3 | $1.34M | Sell |
71,052
-786
| -1% | -$14.8K | 0.69% | 25 |
|
|
2021
Q2 | $1.29M | Buy |
71,838
+1,086
| +2% | +$19.4K | 0.7% | 25 |
|
|
2021
Q1 | $1.17M | Buy |
70,752
+30,876
| +77% | +$511K | 0.67% | 25 |
|
|
2020
Q4 | $630K | Buy |
39,876
+6,138
| +18% | +$97K | 0.37% | 32 |
|
|
2020
Q3 | $473K | Sell |
33,738
-1,134
| -3% | -$15.9K | 0.34% | 39 |
|
|
2020
Q2 | $453K | Sell |
34,872
-588
| -2% | -$7.64K | 0.35% | 38 |
|
|
2020
Q1 | $404K | Buy |
35,460
+2,634
| +8% | +$30K | 0.38% | 38 |
|
|
2019
Q4 | $427K | Buy |
+32,826
| New | +$427K | 0.4% | 35 |
|