Orion Portfolio Solutions’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
Q1 | $21M | Sell |
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2024
Q4 | $22.5M | Sell |
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2024
Q3 | $25.6M | Sell |
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|
2024
Q2 | $26.2M | Sell |
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|
2024
Q1 | $25.6M | Sell |
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|
2023
Q4 | $24.9M | Sell |
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|
2023
Q3 | $24.5M | Buy |
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|
2023
Q2 | $25.1M | Sell |
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|
2023
Q1 | $24.4M | Buy |
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|
2022
Q4 | $618K | Buy |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $491K | Buy |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $458K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Sell |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | $8K | Buy |
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