Plante Moran Financial 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 | $846K | Buy |
|
|||||
|
2025
Q2 | $785K | Buy |
|
|||||
|
2025
Q1 | $697K | Sell |
|
|||||
|
2024
Q4 | $936K | Buy |
|
|||||
|
2024
Q3 | $714K | Buy |
|
|||||
|
2024
Q2 | $442K | Sell |
|
|||||
|
2024
Q1 | $430K | Buy |
|
|||||
|
2023
Q4 | $387K | Buy |
|
|||||
|
2023
Q3 | $321K | Buy |
|
|||||
|
2023
Q2 | $330K | Sell |
|
|||||
|
2023
Q1 | $305K | Sell |
|
|||||
|
2022
Q4 | $340K | Buy |
|
|||||
|
2022
Q3 | $232K | Buy |
|
|||||
|
2022
Q2 | $179K | Hold |
|
|||||
|
2022
Q1 | $216K | Hold |
|
|||||
|
2021
Q4 | $228K | Sell |
|
|||||
|
2021
Q3 | $217K | Buy |
|
|||||
|
2021
Q2 | $217K | Buy |
|
|||||
|
2021
Q1 | $200K | Buy |
|
|||||
|
2020
Q4 | $36K | Buy |
|
|||||
|
2020
Q3 | $7K | Hold |
|
|||||
|
2020
Q2 | $6K | Sell |
|
|||||
|
2020
Q1 | $74K | Buy |
|
|||||
|
2019
Q4 | $21K | Sell |
|
|||||
|
2019
Q3 | $24K | Sell |
|
|||||
|
2019
Q2 | $31K | Sell |
|
|||||
|
2019
Q1 | $30K | Buy |
|
|||||
|
2018
Q4 | $18K | Buy |
|
|||||
|
2018
Q3 | $17K | Buy |
|
|||||
|
2018
Q2 | $5K | Sell |
|
|||||
|
2018
Q1 | $75K | Buy |
|
|||||
|
2017
Q4 | $71K | Hold |
|
|||||
|
2017
Q3 | $67K | Buy |
|