Plancorp LLC’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 | $3.25M | Buy |
133,130
+321
| +0.2% | +$7.85K | 0.11% | 77 |
|
|
2025
Q1 | $2.93M | Buy |
132,809
+18,518
| +16% | +$409K | 0.12% | 77 |
|
|
2024
Q4 | $2.65M | Buy |
114,291
+402
| +0.4% | +$9.32K | 0.11% | 69 |
|
|
2024
Q3 | $2.58M | Sell |
113,889
-546
| -0.5% | -$12.3K | 0.11% | 71 |
|
|
2024
Q2 | $2.45M | Buy |
114,435
+540
| +0.5% | +$11.6K | 0.11% | 71 |
|
|
2024
Q1 | $2.36M | Buy |
113,895
+831
| +0.7% | +$17.2K | 0.1% | 73 |
|
|
2023
Q4 | $2.13M | Sell |
113,064
-5,151
| -4% | -$96.8K | 0.1% | 74 |
|
|
2023
Q3 | $1.99M | Buy |
118,215
+28,629
| +32% | +$483K | 0.11% | 73 |
|
|
2023
Q2 | $1.56M | Sell |
89,586
-30
| -0% | -$524 | 0.08% | 83 |
|
|
2023
Q1 | $1.44M | Buy |
89,616
+30
| +0% | +$484 | 0.08% | 89 |
|
|
2022
Q4 | $1.35M | Sell |
89,586
-3,363
| -4% | -$50.6K | 0.08% | 82 |
|
|
2022
Q3 | $1.31M | Hold |
92,949
| – | – | 0.09% | 79 |
|
|
2022
Q2 | $1.38M | Hold |
92,949
| – | – | 0.09% | 79 |
|
|
2022
Q1 | $1.67M | Buy |
92,949
+231
| +0.2% | +$4.15K | 0.11% | 76 |
|
|
2021
Q4 | $1.76M | Sell |
92,718
-3,774
| -4% | -$71.6K | 0.11% | 76 |
|
|
2021
Q3 | $1.67M | Buy |
96,492
+84,384
| +697% | +$1.46M | 0.12% | 69 |
|
|
2021
Q2 | $210K | Buy |
+12,108
| New | +$210K | 0.02% | 212 |
|