Retirement Guys Formula’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 | $475K | Sell |
19,448
-743
| -4% | -$18.2K | 0.18% | 107 |
|
|
2025
Q1 | $446K | Sell |
20,191
-581
| -3% | -$12.8K | 0.22% | 100 |
|
|
2024
Q4 | $482K | Buy |
20,772
+72
| +0.3% | +$1.67K | 0.24% | 95 |
|
|
2024
Q3 | $468K | Sell |
20,700
-324
| -2% | -$7.33K | 0.22% | 94 |
|
|
2024
Q2 | $450K | Sell |
21,024
-708
| -3% | -$15.2K | 0.22% | 99 |
|
|
2024
Q1 | $450K | Sell |
21,732
-3,102
| -12% | -$64.2K | 0.22% | 100 |
|
|
2023
Q4 | $467K | Sell |
24,834
-1,224
| -5% | -$23K | 0.25% | 95 |
|
|
2023
Q3 | $439K | Sell |
26,058
-1,377
| -5% | -$23.2K | 0.31% | 97 |
|
|
2023
Q2 | $479K | Sell |
27,435
-4,089
| -13% | -$71.4K | 0.28% | 93 |
|
|
2023
Q1 | $508K | Sell |
31,524
-5,283
| -14% | -$85.2K | 0.36% | 77 |
|
|
2022
Q4 | $554K | Sell |
36,807
-2,991
| -8% | -$45K | 0.45% | 62 |
|
|
2022
Q3 | $562K | Sell |
39,798
-3,057
| -7% | -$43.2K | 0.59% | 31 |
|
|
2022
Q2 | $638K | Buy |
42,855
+10,596
| +33% | +$158K | 0.66% | 28 |
|
|
2022
Q1 | $579K | Buy |
32,259
+2,439
| +8% | +$43.8K | 0.39% | 42 |
|
|
2021
Q4 | $566K | Buy |
+29,820
| New | +$566K | 0.45% | 45 |
|