Pettyjohn Wood & White’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 | $2M | Sell |
81,736
-215
| -0.3% | -$5.26K | 0.36% | 65 |
|
|
2025
Q1 | $1.81M | Hold |
81,951
| – | – | 0.35% | 65 |
|
|
2024
Q4 | $1.9M | Hold |
81,951
| – | – | 0.35% | 62 |
|
|
2024
Q3 | $1.85M | Sell |
81,951
-7,623
| -9% | -$172K | 0.34% | 65 |
|
|
2024
Q2 | $1.92M | Sell |
89,574
-1,068
| -1% | -$22.9K | 0.37% | 61 |
|
|
2024
Q1 | $1.88M | Hold |
90,642
| – | – | 0.37% | 61 |
|
|
2023
Q4 | $1.7M | Hold |
90,642
| – | – | 0.37% | 61 |
|
|
2023
Q3 | $1.53M | Hold |
90,642
| – | – | 0.36% | 61 |
|
|
2023
Q2 | $1.58M | Sell |
90,642
-1,860
| -2% | -$32.5K | 0.36% | 60 |
|
|
2023
Q1 | $1.49M | Hold |
92,502
| – | – | 0.36% | 62 |
|
|
2022
Q4 | $1.39M | Buy |
92,502
+30,000
| +48% | +$451K | 0.35% | 66 |
|
|
2022
Q3 | $882K | Hold |
62,502
| – | – | 0.24% | 76 |
|
|
2022
Q2 | $930K | Buy |
62,502
+390
| +0.6% | +$5.8K | 0.22% | 79 |
|
|
2022
Q1 | $1.12M | Hold |
62,112
| – | – | 0.24% | 78 |
|
|
2021
Q4 | $1.18M | Hold |
62,112
| – | – | 0.24% | 75 |
|
|
2021
Q3 | $1.08M | Buy |
62,112
+678
| +1% | +$11.8K | 0.24% | 78 |
|
|
2021
Q2 | $1.07M | Sell |
61,434
-780
| -1% | -$13.5K | 0.24% | 76 |
|
|
2021
Q1 | $996K | Hold |
62,214
| – | – | 0.24% | 76 |
|
|
2020
Q4 | $943K | Buy |
62,214
+2,160
| +4% | +$32.7K | 0.24% | 75 |
|
|
2020
Q3 | $807K | Buy |
60,054
+1,440
| +2% | +$19.4K | 0.24% | 76 |
|
|
2020
Q2 | $724K | Hold |
58,614
| – | – | 0.23% | 76 |
|
|
2020
Q1 | $598K | Buy |
58,614
+1,500
| +3% | +$15.3K | 0.22% | 80 |
|
|
2019
Q4 | $731K | Hold |
57,114
| – | – | 0.21% | 83 |
|
|
2019
Q3 | $675K | Buy |
57,114
+2,736
| +5% | +$32.3K | 0.21% | 83 |
|
|
2019
Q2 | $636K | Sell |
54,378
-1,740
| -3% | -$20.4K | 0.2% | 87 |
|
|
2019
Q1 | $632K | Buy |
56,118
+1,800
| +3% | +$20.3K | 0.21% | 86 |
|
|
2018
Q4 | $540K | Buy |
54,318
+3,360
| +7% | +$33.4K | 0.2% | 90 |
|
|
2018
Q3 | $591K | Buy |
50,958
+5,790
| +13% | +$67.2K | 0.19% | 91 |
|
|
2018
Q2 | $489K | Buy |
45,168
+15,870
| +54% | +$172K | 0.17% | 95 |
|
|
2018
Q1 | $308K | Buy |
29,298
+4,722
| +19% | +$49.6K | 0.11% | 115 |
|
|
2017
Q4 | $261K | Buy |
+24,576
| New | +$261K | 0.09% | 125 |
|