Parkside Financial Bank & Trust’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 | $817K | Buy |
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|
2025
Q2 | $757K | Sell |
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|
2025
Q1 | $709K | Buy |
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|
2024
Q4 | $744K | Sell |
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|
2024
Q3 | $746K | Buy |
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|
2024
Q2 | $704K | Hold |
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|
2024
Q1 | $680K | Sell |
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|
2023
Q4 | $618K | Buy |
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|
2023
Q3 | $548K | Buy |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $577K | Buy |
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|
2021
Q4 | $162K | Hold |
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|
2021
Q3 | $148K | Hold |
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|
2021
Q2 | $148K | Hold |
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|
2021
Q1 | $137K | Hold |
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|
2020
Q4 | $130K | Hold |
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|
2020
Q3 | $115K | Hold |
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|
2020
Q2 | $106K | Hold |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $110K | Hold |
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|
2019
Q3 | $101K | Hold |
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|
2019
Q2 | $100K | Sell |
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|
2019
Q1 | $98K | Buy |
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|
2018
Q4 | $85K | Hold |
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|
2018
Q3 | $99K | Hold |
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|
2018
Q2 | $93K | Hold |
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|
2018
Q1 | $90K | Hold |
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|
2017
Q4 | $91K | Hold |
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|
2017
Q3 | $86K | Hold |
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|
2017
Q2 | $82K | Hold |
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|
2017
Q1 | $80K | Hold |
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|
2016
Q4 | $76K | Hold |
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|
2016
Q3 | $74K | Hold |
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|
2016
Q2 | $71K | Hold |
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|
2016
Q1 | $70K | Hold |
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|
2015
Q4 | $69K | Hold |
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|
2015
Q3 | $65K | Buy |
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