PCM
Palouse Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
13,104
+14
| +0.1% | +$342 | 0.21% | 59 |
|
|
2025
Q1 | $289K | Sell |
13,090
-14
| -0.1% | -$309 | 0.2% | 60 |
|
|
2024
Q4 | $304K | Buy |
13,104
+8,823
| +206% | +$205K | 0.2% | 64 |
|
|
2024
Q3 | $290K | Sell |
4,281
-34
| -0.8% | -$2.31K | 0.18% | 62 |
|
|
2024
Q2 | $277K | Buy |
4,315
+26
| +0.6% | +$1.67K | 0.19% | 61 |
|
|
2024
Q1 | $266K | Sell |
4,289
-1,707
| -28% | -$106K | 0.18% | 61 |
|
|
2023
Q4 | $338K | Buy |
5,996
+127
| +2% | +$7.16K | 0.24% | 64 |
|
|
2023
Q3 | $297K | Sell |
5,869
-1,045
| -15% | -$52.9K | 0.22% | 65 |
|
|
2023
Q2 | $362K | Sell |
6,914
-523
| -7% | -$27.4K | 0.25% | 64 |
|
|
2023
Q1 | $360K | Buy |
7,437
+84
| +1% | +$4.06K | 0.24% | 64 |
|
|
2022
Q4 | $6.23M | Buy |
7,353
+1,960
| +36% | +$1.66M | 0.43% | 57 |
|
|
2022
Q3 | $228K | Buy |
5,393
+801
| +17% | +$33.9K | 0.13% | 72 |
|
|
2022
Q2 | $205K | Sell |
4,592
-102
| -2% | -$4.55K | 0.1% | 76 |
|
|
2022
Q1 | $253K | Buy |
4,694
+1,647
| +54% | +$88.8K | 0.11% | 82 |
|
|
2021
Q4 | $347K | Sell |
3,047
-104
| -3% | -$11.8K | 0.15% | 74 |
|
|
2021
Q3 | $328K | Sell |
3,151
-161
| -5% | -$16.8K | 0.15% | 70 |
|
|
2021
Q2 | $344K | Sell |
3,312
-122
| -4% | -$12.7K | 0.15% | 68 |
|
|
2021
Q1 | $330K | Sell |
3,434
-498
| -13% | -$47.9K | 0.15% | 66 |
|
|
2020
Q4 | $358K | Buy |
3,932
+25
| +0.6% | +$2.28K | 0.19% | 65 |
|
|
2020
Q3 | $315K | Hold |
3,907
| – | – | 0.18% | 63 |
|
|
2020
Q2 | $290K | Buy |
3,907
+116
| +3% | +$8.61K | 0.15% | 59 |
|
|
2020
Q1 | $232K | Buy |
3,791
+19
| +0.5% | +$1.16K | 0.14% | 62 |
|
|
2019
Q4 | $290K | Sell |
3,772
-73
| -2% | -$5.61K | 0.11% | 63 |
|
|
2019
Q3 | $273K | Sell |
3,845
-99
| -3% | -$7.03K | 0.1% | 75 |
|
|
2019
Q2 | $277K | Hold |
3,944
| – | – | 0.1% | 73 |
|
|
2019
Q1 | $267K | Buy |
3,944
+309
| +9% | +$20.9K | 0.1% | 75 |
|
|
2018
Q4 | $217K | Buy |
3,635
+195
| +6% | +$11.6K | 0.09% | 87 |
|
|
2018
Q3 | $239K | Buy |
+3,440
| New | +$239K | 0.08% | 96 |
|
|
2018
Q2 | – | Sell |
-3,285
| Closed | -$207K | – | 109 |
|
|
2018
Q1 | $207K | Sell |
3,285
-163
| -5% | -$10.3K | 0.07% | 99 |
|
|
2017
Q4 | $220K | Sell |
3,448
-141
| -4% | -$9K | 0.07% | 93 |
|
|
2017
Q3 | $215K | Hold |
3,589
| – | – | 0.07% | 103 |
|
|
2017
Q2 | $207K | Sell |
3,589
-44
| -1% | -$2.54K | 0.08% | 96 |
|
|
2017
Q1 | $204K | Buy |
+3,633
| New | +$204K | 0.08% | 95 |
|