Rehmann Capital Advisory Group’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 | $639K | Buy |
26,143
+2,310
| +10% | +$56.5K | 0.04% | 305 |
|
|
2025
Q1 | $526K | Sell |
23,833
-367
| -2% | -$8.1K | 0.03% | 349 |
|
|
2024
Q4 | $561K | Sell |
24,200
-805
| -3% | -$18.7K | 0.04% | 329 |
|
|
2024
Q3 | $566K | Buy |
25,005
+36
| +0.1% | +$814 | 0.04% | 322 |
|
|
2024
Q2 | $535K | Sell |
24,969
-3,075
| -11% | -$65.9K | 0.04% | 313 |
|
|
2024
Q1 | $580K | Sell |
28,044
-714
| -2% | -$14.8K | 0.04% | 289 |
|
|
2023
Q4 | $541K | Buy |
28,758
+1,125
| +4% | +$21.2K | 0.04% | 292 |
|
|
2023
Q3 | $466K | Sell |
27,633
-2,493
| -8% | -$42K | 0.04% | 304 |
|
|
2023
Q2 | $526K | Sell |
30,126
-321
| -1% | -$5.6K | 0.05% | 294 |
|
|
2023
Q1 | $491K | Hold |
30,447
| – | – | 0.05% | 304 |
|
|
2022
Q4 | $458K | Hold |
30,447
| – | – | 0.05% | 308 |
|
|
2022
Q3 | $430K | Buy |
30,447
+561
| +2% | +$7.92K | 0.05% | 311 |
|
|
2022
Q2 | $445K | Buy |
29,886
+120
| +0.4% | +$1.79K | 0.05% | 301 |
|
|
2022
Q1 | $534K | Sell |
29,766
-300
| -1% | -$5.39K | 0.05% | 298 |
|
|
2021
Q4 | $570K | Buy |
30,066
+1,476
| +5% | +$28K | 0.05% | 292 |
|
|
2021
Q3 | $496K | Sell |
28,590
-1,086
| -4% | -$18.8K | 0.05% | 319 |
|
|
2021
Q2 | $554K | Sell |
29,676
-3,132
| -10% | -$58.5K | 0.05% | 288 |
|
|
2021
Q1 | $525K | Sell |
32,808
-240
| -0.7% | -$3.84K | 0.05% | 280 |
|
|
2020
Q4 | $501K | Sell |
33,048
-2,436
| -7% | -$36.9K | 0.06% | 265 |
|
|
2020
Q3 | $477K | Hold |
35,484
| – | – | 0.06% | 252 |
|
|
2020
Q2 | $438K | Hold |
35,484
| – | – | 0.06% | 256 |
|
|
2020
Q1 | $362K | Buy |
+35,484
| New | +$362K | 0.06% | 250 |
|