Planning Alternatives’s Schwab US Large- Cap ETF SCHX Stock Holding History

Planning Alternatives’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.78M	Sell	342,298 -12,138	-3%	-$326K	1.13%	13
2025 Q4	$9.54M	Sell	354,436 -18,416	-5%	-$492K	1.2%	12
2025 Q3	$9.82M	Sell	372,852 -5,378	-1%	-$137K	1.26%	12
2025 Q2	$9.24M	Sell	378,230 -9,014	-2%	-$204K	1.29%	12
2025 Q1	$8.55M	Sell	387,244 -51,499	-12%	-$1.2M	1.31%	14
2024 Q4	$10.2M	Sell	438,743 -15,523	-3%	-$362K	1.56%	11
2024 Q3	$10.3M	Sell	454,266 -13,620	-3%	-$297K	1.56%	11
2024 Q2	$10M	Sell	467,886 -26,997	-5%	-$558K	1.62%	11
2024 Q1	$10.2M	Sell	494,883 -13,782	-3%	-$271K	1.68%	10
2023 Q4	$9.56M	Sell	508,665 -10,059	-2%	-$177K	1.67%	11
2023 Q3	$8.75M	Sell	518,724 -20,721	-4%	-$364K	1.7%	11
2023 Q2	$9.42M	Sell	539,445 -13,833	-3%	-$228K	1.73%	11
2023 Q1	$8.92M	Sell	553,278 -24,228	-4%	-$381K	1.74%	10
2022 Q4	$8.69M	Sell	577,506 -46,422	-7%	-$703K	1.58%	12
2022 Q3	$8.81M	Sell	623,928 -10,629	-2%	-$167K	1.83%	10
2022 Q2	$9.45M	Sell	634,557 -19,380	-3%	-$314K	1.78%	11
2022 Q1	$11.7M	Sell	653,937 -46,473	-7%	-$823K	1.87%	11
2021 Q4	$13.3M	Sell	700,410 -29,790	-4%	-$550K	2.05%	10
2021 Q3	$12.7M	Sell	730,200 -39,360	-5%	-$702K	2.09%	10
2021 Q2	$13.3M	Sell	769,560 -39,924	-5%	-$674K	2.18%	9
2021 Q1	$13M	Sell	809,484 -63,126	-7%	-$989K	2.16%	10
2020 Q4	$13.2M	Sell	872,610 -465,606	-35%	-$6.66M	2.35%	10
2020 Q3	$18M	Sell	1,338,216 -1,660,452	-55%	-$22.1M	3.38%	9
2020 Q2	$37M	Buy	2,998,668 +108,156	+4%	+$1.26M	7.5%	4
2020 Q1	$29.5M	Buy	2,890,512 +219,024	+8%	+$2.66M	6.85%	5
2019 Q4	$34.2M	Buy	2,671,488 +189,222	+8%	+$2.32M	5.96%	6
2019 Q3	$29.3M	Buy	2,482,266 +1,494	+0.1%	+$17.6K	5.37%	6
2019 Q2	$29M	Sell	2,480,772 -46,236	-2%	-$531K	5.3%	6
2019 Q1	$28.5M	Sell	2,527,008 -432,396	-15%	-$4.69M	5.21%	6
2018 Q4	$29.4M	Sell	2,959,404 -58,380	-2%	-$627K	6.15%	5
2018 Q3	$35M	Buy	3,017,784 +8,262	+0.3%	+$93.9K	5.98%	5
2018 Q2	$32.6M	Sell	3,009,522 -5,214	-0.2%	-$56.2K	5.8%	6
2018 Q1	$31.7M	Buy	3,014,736 +107,796	+4%	+$1.17M	5.76%	6
2017 Q4	$30.9M	Sell	2,906,940 -62,580	-2%	-$648K	5.52%	6
2017 Q3	$29.7M	Sell	2,969,520 -17,394	-0.6%	-$171K	5.53%	6
2017 Q2	$28.8M	Buy	2,986,914 +81,024	+3%	+$773K	5.49%	6
2017 Q1	$27.3M	Buy	2,905,890 +35,916	+1%	+$332K	5.28%	6
2016 Q4	$25.5M	Sell	2,869,974 -52,980	-2%	-$460K	5.26%	6
2016 Q3	$25.1M	Buy	2,922,954 +12,504	+0.4%	+$107K	5.39%	6
2016 Q2	$24.1M	Sell	2,910,450 -37,452	-1%	-$308K	5.25%	6
2016 Q1	$24M	Buy	2,947,902 +927,048	+46%	+$7.16M	5.3%	6
2015 Q4	$16.4M	Buy	2,020,854 +185,172	+10%	+$1.51M	3.8%	10
2015 Q3	$14M	Sell	1,835,682 -77,412	-4%	-$626K	3.44%	12
2015 Q2	$15.7M	Buy	1,913,094 +121,368	+7%	+$1.02M	3.31%	12
2015 Q1	$14.8M	Buy	1,791,726 +216,150	+14%	+$1.78M	3.36%	11
2014 Q4	$12.9M	Buy	1,575,576 +394,110	+33%	+$3.15M	2.76%	13
2014 Q3	$9.25M	Buy	1,181,466 +114,600	+11%	+$902K	2.28%	12
2014 Q2	$8.33M	Buy	1,066,866 +817,398	+328%	+$6.19M	2.06%	13
2014 Q1	$1.86M	Buy	249,468 +222,864	+838%	+$1.63M	0.54%	17
2013 Q4	$195K	Buy	+26,604	New	+$187K	0.06%	37