O'Shaughnessy Asset 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 | $2.34M | Buy |
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|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $916K | Buy |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $457K | Hold |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $22K | Buy |
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|
2021
Q1 | $17K | Buy |
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