SEEDPG
S.E.E.D. Planning Group’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 | $2.3M | Sell |
94,106
-795
| -0.8% | -$19.4K | 0.72% | 37 |
|
|
2025
Q1 | $2.1M | Sell |
94,901
-6,155
| -6% | -$136K | 0.71% | 40 |
|
|
2024
Q4 | $2.34M | Buy |
101,056
+66,728
| +194% | +$1.55M | 0.78% | 39 |
|
|
2024
Q3 | $2.33M | Buy |
34,328
+4,165
| +14% | +$283K | 0.77% | 39 |
|
|
2024
Q2 | $1.94M | Sell |
30,163
-9,208
| -23% | -$592K | 0.7% | 41 |
|
|
2024
Q1 | $2.44M | Buy |
39,371
+8,127
| +26% | +$504K | 0.89% | 35 |
|
|
2023
Q4 | $1.76M | Sell |
31,244
-8,922
| -22% | -$503K | 0.71% | 40 |
|
|
2023
Q3 | $2.03M | Sell |
40,166
-10,591
| -21% | -$536K | 0.78% | 37 |
|
|
2023
Q2 | $2.66M | Sell |
50,757
-9,511
| -16% | -$498K | 0.93% | 35 |
|
|
2023
Q1 | $2.92M | Sell |
60,268
-9,160
| -13% | -$443K | 1.13% | 34 |
|
|
2022
Q4 | $3.13M | Sell |
69,428
-5,104
| -7% | -$230K | 1.36% | 33 |
|
|
2022
Q3 | $3.16M | Sell |
74,532
-2,688
| -3% | -$114K | 1.48% | 33 |
|
|
2022
Q2 | $3.45M | Sell |
77,220
-442
| -0.6% | -$19.7K | 1.56% | 27 |
|
|
2022
Q1 | $4.18M | Buy |
77,662
+40,794
| +111% | +$2.2M | 1.78% | 23 |
|
|
2021
Q4 | $4.2M | Sell |
36,868
-1,430
| -4% | -$163K | 1.82% | 24 |
|
|
2021
Q3 | $3.98M | Sell |
38,298
-611
| -2% | -$63.6K | 1.88% | 23 |
|
|
2021
Q2 | $4.05M | Sell |
38,909
-1,925
| -5% | -$200K | 1.99% | 17 |
|
|
2021
Q1 | $3.92M | Sell |
40,834
-14,010
| -26% | -$1.35M | 2.15% | 17 |
|
|
2020
Q4 | $4.99M | Sell |
54,844
-1,944
| -3% | -$177K | 2.99% | 7 |
|
|
2020
Q3 | $4.58M | Sell |
56,788
-6,677
| -11% | -$538K | 3.36% | 6 |
|
|
2020
Q2 | $4.7M | Sell |
63,465
-3,645
| -5% | -$270K | 3.68% | 6 |
|
|
2020
Q1 | $4.11M | Sell |
67,110
-133,261
| -67% | -$8.16M | 3.99% | 7 |
|
|
2019
Q4 | $15.4M | Buy |
+200,371
| New | +$15.4M | 13.38% | 1 |
|