Pittenger & Anderson Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
136,102
+8,133
| +6% | +$199K | 0.12% | 128 |
|
|
2025
Q1 | $2.83M | Buy |
127,969
+6,945
| +6% | +$153K | 0.1% | 132 |
|
|
2024
Q4 | $2.81M | Buy |
121,024
+5,791
| +5% | +$134K | 0.1% | 134 |
|
|
2024
Q3 | $2.61M | Buy |
115,233
+873
| +0.8% | +$19.7K | 0.1% | 136 |
|
|
2024
Q2 | $2.45M | Buy |
114,360
+1,974
| +2% | +$42.3K | 0.1% | 134 |
|
|
2024
Q1 | $2.32M | Sell |
112,386
-5,028
| -4% | -$104K | 0.09% | 131 |
|
|
2023
Q4 | $2.21M | Buy |
117,414
+8,919
| +8% | +$168K | 0.1% | 132 |
|
|
2023
Q3 | $1.83M | Buy |
108,495
+26,481
| +32% | +$447K | 0.09% | 133 |
|
|
2023
Q2 | $1.43M | Sell |
82,014
-60
| -0.1% | -$1.05K | 0.07% | 133 |
|
|
2023
Q1 | $1.32M | Buy |
82,074
+11,616
| +16% | +$187K | 0.07% | 135 |
|
|
2022
Q4 | $1.06M | Buy |
70,458
+40,875
| +138% | +$615K | 0.06% | 136 |
|
|
2022
Q3 | $418K | Buy |
29,583
+22,497
| +317% | +$318K | 0.03% | 160 |
|
|
2022
Q2 | $105K | Hold |
7,086
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $127K | Sell |
7,086
-696
| -9% | -$12.5K | 0.01% | 238 |
|
|
2021
Q4 | $148K | Sell |
7,782
-426
| -5% | -$8.1K | 0.01% | 228 |
|
|
2021
Q3 | $142K | Buy |
8,208
+6
| +0.1% | +$104 | 0.01% | 218 |
|
|
2021
Q2 | $142K | Buy |
8,202
+1,140
| +16% | +$19.7K | 0.01% | 221 |
|
|
2021
Q1 | $113K | Buy |
7,062
+2,700
| +62% | +$43.2K | 0.01% | 227 |
|
|
2020
Q4 | $66K | Buy |
4,362
+240
| +6% | +$3.63K | ﹤0.01% | 244 |
|
|
2020
Q3 | $55K | Buy |
4,122
+420
| +11% | +$5.6K | ﹤0.01% | 245 |
|
|
2020
Q2 | $46K | Sell |
3,702
-4,920
| -57% | -$61.1K | ﹤0.01% | 248 |
|
|
2020
Q1 | $88K | Buy |
8,622
+5,496
| +176% | +$56.1K | 0.01% | 222 |
|
|
2019
Q4 | $40K | Buy |
+3,126
| New | +$40K | ﹤0.01% | 278 |
|
|
2016
Q1 | – | Sell |
-588
| Closed | -$5K | – | 409 |
|
|
2015
Q4 | $5K | Buy |
+588
| New | +$5K | ﹤0.01% | 384 |
|
|
2015
Q1 | – | Sell |
-2,250
| Closed | -$18K | – | 423 |
|
|
2014
Q4 | $18K | Buy |
+2,250
| New | +$18K | ﹤0.01% | 359 |
|