Principal Financial Group’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 | $430K | Sell |
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|
2025
Q2 | $404K | Sell |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $553K | Sell |
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|
2024
Q3 | $540K | Hold |
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|
2024
Q2 | $512K | Buy |
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|
2024
Q1 | $494K | Sell |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $364K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $360K | Hold |
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|
2022
Q1 | $434K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $345K | Buy |
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|
2019
Q3 | $316K | Sell |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $344K | Buy |
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|
2018
Q4 | $303K | Buy |
|