Roundview Capital’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 | $3.13M | Buy |
127,936
+1,913
| +2% | +$46.8K | 0.21% | 110 |
|
|
2025
Q1 | $2.78M | Sell |
126,023
-2,930
| -2% | -$64.7K | 0.2% | 115 |
|
|
2024
Q4 | $2.99M | Buy |
128,953
+346
| +0.3% | +$8.02K | 0.21% | 112 |
|
|
2024
Q3 | $2.91M | Sell |
128,607
-2,961
| -2% | -$67K | 0.21% | 106 |
|
|
2024
Q2 | $2.82M | Sell |
131,568
-945
| -0.7% | -$20.2K | 0.22% | 103 |
|
|
2024
Q1 | $2.74M | Buy |
132,513
+69
| +0.1% | +$1.43K | 0.22% | 105 |
|
|
2023
Q4 | $2.49M | Sell |
132,444
-612
| -0.5% | -$11.5K | 0.23% | 97 |
|
|
2023
Q3 | $2.24M | Buy |
133,056
+2,034
| +2% | +$34.3K | 0.23% | 102 |
|
|
2023
Q2 | $2.29M | Sell |
131,022
-2,244
| -2% | -$39.2K | 0.22% | 107 |
|
|
2023
Q1 | $2.15M | Sell |
133,266
-1,350
| -1% | -$21.8K | 0.22% | 112 |
|
|
2022
Q4 | $2.03M | Buy |
134,616
+270
| +0.2% | +$4.06K | 0.23% | 113 |
|
|
2022
Q3 | $1.9M | Buy |
134,346
+318
| +0.2% | +$4.49K | 0.24% | 109 |
|
|
2022
Q2 | $2M | Buy |
134,028
+735
| +0.6% | +$10.9K | 0.24% | 109 |
|
|
2022
Q1 | $2.39M | Buy |
133,293
+3,459
| +3% | +$62.1K | 0.25% | 102 |
|
|
2021
Q4 | $2.46M | Buy |
129,834
+666
| +0.5% | +$12.6K | 0.25% | 102 |
|
|
2021
Q3 | $2.24M | Buy |
129,168
+234
| +0.2% | +$4.06K | 0.25% | 105 |
|
|
2021
Q2 | $2.23M | Buy |
128,934
+84
| +0.1% | +$1.46K | 0.25% | 101 |
|
|
2021
Q1 | $2.06M | Hold |
128,850
| – | – | 0.26% | 104 |
|
|
2020
Q4 | $1.95M | Sell |
128,850
-4,344
| -3% | -$65.8K | 0.27% | 95 |
|
|
2020
Q3 | $1.79M | Sell |
133,194
-3,546
| -3% | -$47.7K | 0.28% | 88 |
|
|
2020
Q2 | $1.69M | Sell |
136,740
-6,906
| -5% | -$85.3K | 0.29% | 90 |
|
|
2020
Q1 | $1.47M | Buy |
143,646
+14,778
| +11% | +$151K | 0.31% | 90 |
|
|
2019
Q4 | $1.65M | Buy |
128,868
+7,896
| +7% | +$101K | 0.31% | 95 |
|
|
2019
Q3 | $1.43M | Buy |
120,972
+1,278
| +1% | +$15.1K | 0.31% | 96 |
|
|
2019
Q2 | $1.4M | Buy |
119,694
+16,818
| +16% | +$197K | 0.32% | 92 |
|
|
2019
Q1 | $1.16M | Buy |
102,876
+31,650
| +44% | +$357K | 0.28% | 98 |
|
|
2018
Q4 | $709K | Buy |
71,226
+8,112
| +13% | +$80.7K | 0.2% | 126 |
|
|
2018
Q3 | $732K | Buy |
63,114
+7,890
| +14% | +$91.5K | 0.18% | 141 |
|
|
2018
Q2 | $598K | Buy |
55,224
+3,372
| +7% | +$36.5K | 0.16% | 155 |
|
|
2018
Q1 | $545K | Buy |
51,852
+4,530
| +10% | +$47.6K | 0.15% | 150 |
|
|
2017
Q4 | $503K | Buy |
47,322
+2,760
| +6% | +$29.3K | 0.13% | 159 |
|
|
2017
Q3 | $446K | Buy |
44,562
+11,622
| +35% | +$116K | 0.13% | 162 |
|
|
2017
Q2 | $317K | Buy |
32,940
+5,400
| +20% | +$52K | 0.09% | 186 |
|
|
2017
Q1 | $258K | Buy |
+27,540
| New | +$258K | 0.08% | 184 |
|