Pflug Koory’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 | $857K | Buy |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $516K | Buy |
|
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|
2024
Q3 | $443K | Buy |
|
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|
2024
Q1 | $378K | Buy |
|
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $316K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $302K | Hold |
|
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $298K | Buy |
|
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $248K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $217K | Hold |
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|
2020
Q3 | $192K | Buy |
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|
2020
Q2 | $153K | Hold |
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|
2020
Q1 | $127K | Buy |
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|
2019
Q4 | $155K | Buy |
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|
2019
Q3 | $136K | Buy |
|