Phillips Financial Management’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 | $6.76M | Sell |
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|
2025
Q2 | $6.34M | Buy |
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|
2025
Q1 | $5.67M | Sell |
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|
2024
Q4 | $5.98M | Buy |
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|
2024
Q3 | $5.83M | Buy |
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|
2024
Q2 | $5.4M | Sell |
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|
2024
Q1 | $5.23M | Sell |
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|
2023
Q4 | $4.8M | Buy |
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|
2023
Q3 | $4.15M | Sell |
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|
2023
Q2 | $4.31M | Sell |
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|
2023
Q1 | $4.1M | Buy |
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|
2022
Q4 | $3.63M | Buy |
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|
2022
Q3 | $3.24M | Sell |
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|
2022
Q2 | $3.42M | Buy |
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|
2022
Q1 | $4.12M | Buy |
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|
2021
Q4 | $3.14M | Buy |
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|
2021
Q3 | $2.83M | Buy |
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|
2021
Q2 | $2.62M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.08M | Buy |
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|
2020
Q3 | $1.73M | Sell |
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|
2020
Q2 | $1.62M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $983K | Buy |
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|
2018
Q4 | $765K | Buy |
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|
2018
Q3 | $892K | Buy |
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|
2018
Q2 | $805K | Buy |
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|
2018
Q1 | $766K | Sell |
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|
2017
Q4 | $894K | Buy |
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|
2017
Q3 | $806K | Buy |
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|
2017
Q2 | $775K | Buy |
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|
2017
Q1 | $675K | Sell |
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|
2016
Q4 | $678K | Buy |
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|
2016
Q3 | $578K | Buy |
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|
2016
Q2 | $579K | Buy |
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|
2016
Q1 | $525K | Buy |
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