RA
Riversedge Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
573,799
-571,421
| -50% | -$14M | 2.74% | 13 |
|
|
2025
Q1 | $25.3M | Sell |
1,145,220
-682,094
| -37% | -$15.1M | 5.64% | 6 |
|
|
2024
Q4 | $42.4M | Buy |
1,827,314
+1,214,333
| +198% | +$28.1M | 9.58% | 1 |
|
|
2024
Q3 | $41.6M | Sell |
612,981
-19,660
| -3% | -$1.33M | 9.43% | 1 |
|
|
2024
Q2 | $40.6M | Sell |
632,641
-61,457
| -9% | -$3.95M | 9.91% | 1 |
|
|
2024
Q1 | $43.1M | Sell |
694,098
-11,313
| -2% | -$702K | 10.62% | 2 |
|
|
2023
Q4 | $39.8M | Buy |
705,411
+23,776
| +3% | +$1.34M | 10.9% | 2 |
|
|
2023
Q3 | $34.5M | Sell |
681,635
-2,971
| -0.4% | -$150K | 10.17% | 2 |
|
|
2023
Q2 | $35.9M | Sell |
684,606
-63,292
| -8% | -$3.31M | 9.83% | 2 |
|
|
2023
Q1 | $36.2M | Buy |
747,898
+5,560
| +0.7% | +$269K | 10.53% | 2 |
|
|
2022
Q4 | $33.5M | Sell |
742,338
-5,597
| -0.7% | -$253K | 10.85% | 2 |
|
|
2022
Q3 | $31.7M | Sell |
747,935
-34,094
| -4% | -$1.44M | 11.45% | 2 |
|
|
2022
Q2 | $34.9M | Sell |
782,029
-21,354
| -3% | -$954K | 12.97% | 2 |
|
|
2022
Q1 | $43.3M | Buy |
803,383
+405,722
| +102% | +$21.8M | 14.07% | 1 |
|
|
2021
Q4 | $45.3M | Buy |
397,661
+14,161
| +4% | +$1.61M | 14.36% | 1 |
|
|
2021
Q3 | $39.9M | Buy |
383,500
+434
| +0.1% | +$45.2K | 13.68% | 1 |
|
|
2021
Q2 | $39.8M | Sell |
383,066
-5,132
| -1% | -$534K | 14.56% | 1 |
|
|
2021
Q1 | $37.3M | Sell |
388,198
-24,873
| -6% | -$2.39M | 15.94% | 1 |
|
|
2020
Q4 | $37.6M | Buy |
413,071
+12,142
| +3% | +$1.1M | 17.41% | 1 |
|
|
2020
Q3 | $32.3M | Buy |
400,929
+20,847
| +5% | +$1.68M | 17.11% | 1 |
|
|
2020
Q2 | $28.2M | Buy |
380,082
+142,655
| +60% | +$10.6M | 16.44% | 1 |
|
|
2020
Q1 | $14.5M | Buy |
237,427
+56,872
| +31% | +$3.48M | 12.89% | 1 |
|
|
2019
Q4 | $13.9M | Buy |
180,555
+17,951
| +11% | +$1.38M | 16.42% | 1 |
|
|
2019
Q3 | $11.2M | Hold |
162,604
| – | – | 15.67% | 1 |
|
|
2019
Q2 | $11.2M | Buy |
+162,604
| New | +$11.2M | 15.67% | 1 |
|