Retirement Planning Group (Kansas)’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 | $1.03M | Sell |
42,222
-3,255
| -7% | -$79.6K | 0.04% | 143 |
|
|
2025
Q1 | $1M | Sell |
45,477
-11,187
| -20% | -$247K | 0.05% | 134 |
|
|
2024
Q4 | $1.31M | Sell |
56,664
-19,764
| -26% | -$458K | 0.07% | 106 |
|
|
2024
Q3 | $1.73M | Buy |
76,428
+19,683
| +35% | +$445K | 0.09% | 93 |
|
|
2024
Q2 | $1.22M | Buy |
56,745
+11,355
| +25% | +$243K | 0.08% | 94 |
|
|
2024
Q1 | $939K | Sell |
45,390
-3
| -0% | -$62 | 0.07% | 105 |
|
|
2023
Q4 | $853K | Sell |
45,393
-1,149
| -2% | -$21.6K | 0.08% | 90 |
|
|
2023
Q3 | $785K | Hold |
46,542
| – | – | 0.08% | 69 |
|
|
2023
Q2 | $812K | Buy |
46,542
+3
| +0% | +$52 | 0.08% | 72 |
|
|
2023
Q1 | $750K | Hold |
46,539
| – | – | 0.08% | 66 |
|
|
2022
Q4 | $700K | Sell |
46,539
-1,368
| -3% | -$20.6K | 0.08% | 71 |
|
|
2022
Q3 | $676K | Sell |
47,907
-6,282
| -12% | -$88.6K | 0.09% | 69 |
|
|
2022
Q2 | $807K | Sell |
54,189
-6,234
| -10% | -$92.8K | 0.1% | 57 |
|
|
2022
Q1 | $1.09M | Sell |
60,423
-975
| -2% | -$17.5K | 0.12% | 44 |
|
|
2021
Q4 | $1.17M | Buy |
61,398
+5,814
| +10% | +$110K | 0.11% | 38 |
|
|
2021
Q3 | $964K | Sell |
55,584
-24,120
| -30% | -$418K | 0.11% | 36 |
|
|
2021
Q2 | $1.38M | Buy |
79,704
+34,500
| +76% | +$598K | 0.16% | 36 |
|
|
2021
Q1 | $723K | Sell |
45,204
-2,844
| -6% | -$45.5K | 0.1% | 39 |
|
|
2020
Q4 | $728K | Buy |
48,048
+4,338
| +10% | +$65.7K | 0.11% | 38 |
|
|
2020
Q3 | $587K | Hold |
43,710
| – | – | 0.1% | 40 |
|
|
2020
Q2 | $540K | Sell |
43,710
-5,136
| -11% | -$63.5K | 0.1% | 42 |
|
|
2020
Q1 | $499K | Sell |
48,846
-40,476
| -45% | -$413K | 0.12% | 36 |
|
|
2019
Q4 | $1.14M | Sell |
89,322
-354
| -0.4% | -$4.53K | 0.23% | 32 |
|
|
2019
Q3 | $1.06M | Sell |
89,676
-11,646
| -11% | -$138K | 0.22% | 32 |
|
|
2019
Q2 | $1.19M | Buy |
101,322
+282
| +0.3% | +$3.3K | 0.27% | 27 |
|
|
2019
Q1 | $1.14M | Sell |
101,040
-293,118
| -74% | -$3.3M | 0.27% | 27 |
|
|
2018
Q4 | $3.92M | Buy |
+394,158
| New | +$3.92M | 1.05% | 20 |
|