RHS Financial’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 | $2.22M | Sell |
90,691
-24,715
| -21% | -$604K | 1.26% | 26 |
|
|
2025
Q1 | $2.55M | Sell |
115,406
-26,814
| -19% | -$592K | 1.43% | 24 |
|
|
2024
Q4 | $3.3M | Sell |
142,220
-21,751
| -13% | -$504K | 1.71% | 17 |
|
|
2024
Q3 | $3.71M | Sell |
163,971
-10,866
| -6% | -$246K | 1.87% | 16 |
|
|
2024
Q2 | $3.74M | Buy |
174,837
+3,438
| +2% | +$73.6K | 2.29% | 14 |
|
|
2024
Q1 | $3.55M | Sell |
171,399
-15,987
| -9% | -$331K | 2.07% | 15 |
|
|
2023
Q4 | $3.52M | Sell |
187,386
-1,341
| -0.7% | -$25.2K | 2.23% | 14 |
|
|
2023
Q3 | $3.18M | Buy |
188,727
+9,831
| +5% | +$166K | 2.23% | 16 |
|
|
2023
Q2 | $3.12M | Buy |
178,896
+2,466
| +1% | +$43K | 2.29% | 13 |
|
|
2023
Q1 | $2.84M | Buy |
176,430
+23,775
| +16% | +$383K | 2.16% | 16 |
|
|
2022
Q4 | $2.3M | Sell |
152,655
-3,672
| -2% | -$55.3K | 1.83% | 20 |
|
|
2022
Q3 | $2.21M | Buy |
156,327
+28,491
| +22% | +$402K | 1.96% | 16 |
|
|
2022
Q2 | $1.9M | Buy |
127,836
+31,746
| +33% | +$473K | 1.56% | 22 |
|
|
2022
Q1 | $1.73M | Buy |
96,090
+30,912
| +47% | +$555K | 1.27% | 27 |
|
|
2021
Q4 | $1.24M | Sell |
65,178
-5,496
| -8% | -$104K | 0.86% | 35 |
|
|
2021
Q3 | $1.23M | Sell |
70,674
-56,898
| -45% | -$986K | 0.89% | 36 |
|
|
2021
Q2 | $2.21M | Buy |
127,572
+21,618
| +20% | +$375K | 1.65% | 24 |
|
|
2021
Q1 | $1.7M | Buy |
+105,954
| New | +$1.7M | 1.42% | 23 |
|