Orgel 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 | $124M | Sell |
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|
2025
Q2 | $116M | Buy |
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|
2025
Q1 | $102M | Buy |
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|
2024
Q4 | $107M | Buy |
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|
2024
Q3 | $103M | Sell |
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|
2024
Q2 | $97.2M | Sell |
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|
2024
Q1 | $94.6M | Sell |
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|
2023
Q4 | $90.4M | Sell |
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|
2023
Q3 | $84.5M | Buy |
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|
2023
Q2 | $86.5M | Buy |
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|
2023
Q1 | $79.8M | Sell |
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|
2022
Q4 | $79.1M | Buy |
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|
2022
Q3 | $73.3M | Buy |
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|
2022
Q2 | $49.8M | Buy |
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|
2022
Q1 | $36.4M | Buy |
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|
2021
Q4 | $37.8M | Buy |
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|
2021
Q3 | $34.1M | Sell |
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|
2021
Q2 | $35M | Buy |
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|
2021
Q1 | $31.7M | Buy |
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|
2020
Q4 | $28.7M | Buy |
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|
2020
Q3 | $23.9M | Sell |
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|
2020
Q2 | $22.8M | Buy |
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|
2020
Q1 | $6.06M | Buy |
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|
2019
Q4 | $6.5M | Sell |
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|
2019
Q3 | $6.63M | Sell |
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|
2019
Q2 | $7.51M | Buy |
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|
2019
Q1 | $7.1M | Buy |
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|
2018
Q4 | $6.08M | Buy |
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|
2018
Q3 | $5.75M | Sell |
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|
2018
Q2 | $5.49M | Buy |
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|
2018
Q1 | $4.81M | Sell |
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|
2017
Q4 | $5.71M | Sell |
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|
2017
Q3 | $5.43M | Sell |
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|
2017
Q2 | $6.85M | Sell |
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|
2017
Q1 | $6.68M | Hold |
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|
2016
Q4 | $6.32M | Buy |
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|
2016
Q3 | $5.53M | Hold |
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|
2016
Q2 | $5.33M | Hold |
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|
2016
Q1 | $5.23M | Buy |
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