Peak Financial Management’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 | $4.81M | Sell |
196,736
-4,043
| -2% | -$98.8K | 1.37% | 23 |
|
|
2025
Q1 | $4.43M | Sell |
200,779
-3,799
| -2% | -$83.9K | 1.33% | 23 |
|
|
2024
Q4 | $4.74M | Sell |
204,578
-5,635
| -3% | -$131K | 1.42% | 24 |
|
|
2024
Q3 | $4.75M | Sell |
210,213
-30
| -0% | -$679 | 1.4% | 24 |
|
|
2024
Q2 | $4.5M | Sell |
210,243
-5,991
| -3% | -$128K | 1.41% | 25 |
|
|
2024
Q1 | $4.47M | Sell |
216,234
-4,218
| -2% | -$87.3K | 1.42% | 25 |
|
|
2023
Q4 | $4.14M | Sell |
220,452
-18,168
| -8% | -$342K | 1.39% | 25 |
|
|
2023
Q3 | $4.02M | Sell |
238,620
-612
| -0.3% | -$10.3K | 1.46% | 26 |
|
|
2023
Q2 | $4.18M | Sell |
239,232
-4,938
| -2% | -$86.2K | 1.49% | 27 |
|
|
2023
Q1 | $3.94M | Sell |
244,170
-780
| -0.3% | -$12.6K | 1.46% | 27 |
|
|
2022
Q4 | $3.69M | Buy |
244,950
+2,973
| +1% | +$44.7K | 1.45% | 28 |
|
|
2022
Q3 | $3.42M | Buy |
241,977
+579
| +0.2% | +$8.17K | 1.42% | 29 |
|
|
2022
Q2 | $3.59M | Buy |
241,398
+381
| +0.2% | +$5.67K | 1.38% | 27 |
|
|
2022
Q1 | $4.33M | Sell |
241,017
-5,607
| -2% | -$101K | 1.45% | 28 |
|
|
2021
Q4 | $4.68M | Sell |
246,624
-6,948
| -3% | -$132K | 1.51% | 27 |
|
|
2021
Q3 | $4.4M | Buy |
253,572
+3,012
| +1% | +$52.2K | 1.49% | 27 |
|
|
2021
Q2 | $4.34M | Sell |
250,560
-11,688
| -4% | -$203K | 1.47% | 27 |
|
|
2021
Q1 | $4.2M | Buy |
262,248
+1,224
| +0.5% | +$19.6K | 1.52% | 27 |
|
|
2020
Q4 | $3.96M | Buy |
261,024
+5,238
| +2% | +$79.4K | 1.49% | 27 |
|
|
2020
Q3 | $3.44M | Buy |
255,786
+3,228
| +1% | +$43.4K | 1.48% | 29 |
|
|
2020
Q2 | $3.12M | Sell |
252,558
-27,588
| -10% | -$341K | 1.46% | 28 |
|
|
2020
Q1 | $2.86M | Buy |
280,146
+5,622
| +2% | +$57.4K | 1.46% | 29 |
|
|
2019
Q4 | $3.51M | Sell |
274,524
-1,914
| -0.7% | -$24.5K | 1.5% | 26 |
|
|
2019
Q3 | $3.27M | Sell |
276,438
-624
| -0.2% | -$7.38K | 1.45% | 26 |
|
|
2019
Q2 | $3.24M | Sell |
277,062
-2,556
| -0.9% | -$29.9K | 1.46% | 26 |
|
|
2019
Q1 | $3.15M | Buy |
279,618
+3,618
| +1% | +$40.8K | 1.45% | 26 |
|
|
2018
Q4 | $2.75M | Buy |
276,000
+40,506
| +17% | +$403K | 1.35% | 28 |
|
|
2018
Q3 | $2.73M | Buy |
235,494
+12,132
| +5% | +$141K | 1.23% | 24 |
|
|
2018
Q2 | $2.42M | Buy |
223,362
+86,958
| +64% | +$942K | 1.12% | 26 |
|
|
2018
Q1 | $1.43M | Sell |
136,404
-414
| -0.3% | -$4.35K | 0.68% | 29 |
|
|
2017
Q4 | $1.45M | Buy |
136,818
+4,572
| +3% | +$48.6K | 0.55% | 28 |
|
|
2017
Q3 | $1.32M | Sell |
132,246
-438
| -0.3% | -$4.38K | 0.51% | 26 |
|
|
2017
Q2 | $1.28M | Buy |
132,684
+12
| +0% | +$116 | 0.5% | 24 |
|
|
2017
Q1 | $1.24M | Buy |
132,672
+5,922
| +5% | +$55.5K | 0.5% | 24 |
|
|
2016
Q4 | $1.13M | Buy |
+126,750
| New | +$1.13M | 0.49% | 22 |
|