Plante Moran Financial Advisors’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 | $785K | Buy |
32,118
+555
| +2% | +$13.6K | 0.06% | 58 |
|
|
2025
Q1 | $697K | Sell |
31,563
-8,797
| -22% | -$194K | 0.06% | 60 |
|
|
2024
Q4 | $936K | Buy |
40,360
+8,797
| +28% | +$204K | 0.08% | 47 |
|
|
2024
Q3 | $714K | Buy |
31,563
+10,929
| +53% | +$247K | 0.06% | 62 |
|
|
2024
Q2 | $442K | Sell |
20,634
-138
| -0.7% | -$2.96K | 0.04% | 87 |
|
|
2024
Q1 | $430K | Buy |
20,772
+201
| +1% | +$4.16K | 0.05% | 94 |
|
|
2023
Q4 | $387K | Buy |
20,571
+1,533
| +8% | +$28.8K | 0.04% | 101 |
|
|
2023
Q3 | $321K | Buy |
19,038
+150
| +0.8% | +$2.53K | 0.04% | 104 |
|
|
2023
Q2 | $330K | Sell |
18,888
-6
| -0% | -$105 | 0.04% | 105 |
|
|
2023
Q1 | $305K | Sell |
18,894
-3,684
| -16% | -$59.4K | 0.04% | 111 |
|
|
2022
Q4 | $340K | Buy |
22,578
+6,174
| +38% | +$92.9K | 0.05% | 107 |
|
|
2022
Q3 | $232K | Buy |
16,404
+4,380
| +36% | +$61.9K | 0.04% | 131 |
|
|
2022
Q2 | $179K | Hold |
12,024
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $216K | Hold |
12,024
| – | – | 0.04% | 158 |
|
|
2021
Q4 | $228K | Sell |
12,024
-486
| -4% | -$9.22K | 0.04% | 166 |
|
|
2021
Q3 | $217K | Buy |
12,510
+6
| +0% | +$104 | 0.05% | 177 |
|
|
2021
Q2 | $217K | Buy |
12,504
+6
| +0% | +$104 | 0.05% | 165 |
|
|
2021
Q1 | $200K | Buy |
12,498
+10,140
| +430% | +$162K | 0.05% | 173 |
|
|
2020
Q4 | $36K | Buy |
2,358
+1,866
| +379% | +$28.5K | 0.01% | 410 |
|
|
2020
Q3 | $7K | Hold |
492
| – | – | ﹤0.01% | 654 |
|
|
2020
Q2 | $6K | Sell |
492
-6,762
| -93% | -$82.5K | ﹤0.01% | 581 |
|
|
2020
Q1 | $74K | Buy |
7,254
+5,646
| +351% | +$57.6K | 0.03% | 218 |
|
|
2019
Q4 | $21K | Sell |
1,608
-450
| -22% | -$5.88K | 0.01% | 458 |
|
|
2019
Q3 | $24K | Sell |
2,058
-552
| -21% | -$6.44K | 0.01% | 461 |
|
|
2019
Q2 | $31K | Sell |
2,610
-48
| -2% | -$570 | 0.01% | 422 |
|
|
2019
Q1 | $30K | Buy |
2,658
+864
| +48% | +$9.75K | 0.01% | 417 |
|
|
2018
Q4 | $18K | Buy |
1,794
+330
| +23% | +$3.31K | 0.01% | 440 |
|
|
2018
Q3 | $17K | Buy |
1,464
+972
| +198% | +$11.3K | 0.01% | 446 |
|
|
2018
Q2 | $5K | Sell |
492
-6,684
| -93% | -$67.9K | ﹤0.01% | 637 |
|
|
2018
Q1 | $75K | Buy |
7,176
+492
| +7% | +$5.14K | 0.04% | 272 |
|
|
2017
Q4 | $71K | Hold |
6,684
| – | – | 0.04% | 278 |
|
|
2017
Q3 | $67K | Buy |
+6,684
| New | +$67K | 0.04% | 255 |
|