Rehmann Capital Advisory 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
Q2 | $639K | Buy |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $535K | Sell |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $491K | Hold |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $534K | Sell |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | $496K | Sell |
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|
2021
Q2 | $554K | Sell |
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|
2021
Q1 | $525K | Sell |
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|
2020
Q4 | $501K | Sell |
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|
2020
Q3 | $477K | Hold |
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|
2020
Q2 | $438K | Hold |
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|
2020
Q1 | $362K | Buy |
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