Outfitter Financial’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 | $2.17M | Buy |
88,700
+4,400
| +5% | +$108K | 1.85% | 20 |
|
|
2025
Q1 | $1.86M | Buy |
84,300
+780
| +0.9% | +$17.2K | 1.68% | 24 |
|
|
2024
Q4 | $1.94M | Sell |
83,520
-375
| -0.4% | -$8.69K | 1.55% | 25 |
|
|
2024
Q3 | $1.9M | Sell |
83,895
-4,860
| -5% | -$110K | 1.57% | 24 |
|
|
2024
Q2 | $1.9M | Sell |
88,755
-3,540
| -4% | -$75.8K | 1.58% | 22 |
|
|
2024
Q1 | $1.91M | Sell |
92,295
-540
| -0.6% | -$11.2K | 1.57% | 24 |
|
|
2023
Q4 | $1.75M | Buy |
92,835
+2,850
| +3% | +$53.6K | 1.53% | 28 |
|
|
2023
Q3 | $1.52M | Buy |
89,985
+5,370
| +6% | +$90.6K | 1.43% | 29 |
|
|
2023
Q2 | $1.48M | Buy |
84,615
+2,310
| +3% | +$40.3K | 1.32% | 31 |
|
|
2023
Q1 | $1.33M | Buy |
82,305
+2,940
| +4% | +$47.4K | 1.19% | 36 |
|
|
2022
Q4 | $1.19M | Buy |
79,365
+1,065
| +1% | +$16K | 1.08% | 40 |
|
|
2022
Q3 | $1.11M | Buy |
78,300
+7,710
| +11% | +$109K | 1.08% | 39 |
|
|
2022
Q2 | $1.05M | Hold |
70,590
| – | – | 0.96% | 49 |
|
|
2022
Q1 | $1.27M | Buy |
70,590
+12,960
| +22% | +$233K | 0.97% | 46 |
|
|
2021
Q4 | $1.09M | Buy |
57,630
+3,420
| +6% | +$64.9K | 0.8% | 51 |
|
|
2021
Q3 | $940K | Buy |
54,210
+7,650
| +16% | +$133K | 0.74% | 55 |
|
|
2021
Q2 | $807K | Buy |
46,560
+3,480
| +8% | +$60.3K | 0.62% | 62 |
|
|
2021
Q1 | $689K | Buy |
43,080
+18,840
| +78% | +$301K | 0.57% | 64 |
|
|
2020
Q4 | $367K | Buy |
+24,240
| New | +$367K | 0.35% | 80 |
|