Pinion Investment Advisors’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 | $3.59M | Buy |
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|
2025
Q2 | $3.2M | Sell |
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|
2025
Q1 | $5.88M | Buy |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $3.51M | Sell |
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|
2024
Q2 | $3.71M | Sell |
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|
2024
Q1 | $3.93M | Sell |
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|
2023
Q4 | $3.59M | Buy |
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|
2023
Q3 | $3.14M | Sell |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $3.48M | Sell |
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|
2022
Q4 | $3.38M | Sell |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $3.22M | Sell |
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|
2022
Q1 | $4.03M | Sell |
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|
2021
Q4 | $4.37M | Buy |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $3.76M | Buy |
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|
2021
Q1 | $3.41M | Buy |
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|
2020
Q4 | $2.95M | Buy |
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|
2020
Q3 | $1.94M | Hold |
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|
2020
Q2 | $1.94M | Buy |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $1.68M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $781K | Buy |
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|
2018
Q4 | $213K | Buy |
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