Principal Financial Group’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 | $404K | Sell |
16,534
-658
| -4% | -$16.1K | ﹤0.01% | 2022 |
|
|
2025
Q1 | $380K | Sell |
17,192
-6,686
| -28% | -$148K | ﹤0.01% | 1966 |
|
|
2024
Q4 | $553K | Buy |
23,878
+15,914
| +200% | +$369K | ﹤0.01% | 1948 |
|
|
2024
Q3 | $540K | Hold |
7,964
| – | – | ﹤0.01% | 1934 |
|
|
2024
Q2 | $512K | Buy |
7,964
+5,954
| +296% | +$383K | ﹤0.01% | 1949 |
|
|
2024
Q1 | $494K | Sell |
2,010
-5,954
| -75% | -$1.46M | ﹤0.01% | 1986 |
|
|
2023
Q4 | $449K | Sell |
7,964
-88
| -1% | -$4.96K | ﹤0.01% | 1973 |
|
|
2023
Q3 | $414K | Hold |
8,052
| – | – | ﹤0.01% | 1992 |
|
|
2023
Q2 | $422K | Hold |
8,052
| – | – | ﹤0.01% | 1991 |
|
|
2023
Q1 | $389K | Hold |
8,052
| – | – | ﹤0.01% | 2031 |
|
|
2022
Q4 | $364K | Hold |
8,052
| – | – | ﹤0.01% | 2055 |
|
|
2022
Q3 | $341K | Hold |
8,052
| – | – | ﹤0.01% | 2047 |
|
|
2022
Q2 | $360K | Hold |
8,052
| – | – | ﹤0.01% | 2141 |
|
|
2022
Q1 | $434K | Buy |
+8,052
| New | +$434K | ﹤0.01% | 2151 |
|
|
2020
Q1 | – | Sell |
-4,490
| Closed | -$345K | – | 2245 |
|
|
2019
Q4 | $345K | Buy |
4,490
+41
| +0.9% | +$3.15K | ﹤0.01% | 2025 |
|
|
2019
Q3 | $316K | Sell |
4,449
-640
| -13% | -$45.5K | ﹤0.01% | 2044 |
|
|
2019
Q2 | $357K | Sell |
5,089
-6
| -0.1% | -$421 | ﹤0.01% | 2028 |
|
|
2019
Q1 | $344K | Buy |
5,095
+23
| +0.5% | +$1.55K | ﹤0.01% | 2008 |
|
|
2018
Q4 | $303K | Buy |
+5,072
| New | +$303K | ﹤0.01% | 2025 |
|