Rockbridge Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $640K | Buy |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $540K | Buy |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $2.38M | Buy |
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|
2021
Q2 | $2.38M | Sell |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.89M | Sell |
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|
2020
Q2 | $1.86M | Buy |
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