Sand Hill Global Advisors’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 | $3.91M | Sell |
159,817
-6,064
| -4% | -$148K | 0.15% | 85 |
|
|
2025
Q1 | $3.66M | Hold |
165,881
| – | – | 0.15% | 80 |
|
|
2024
Q4 | $3.85M | Buy |
165,881
+3,875
| +2% | +$89.8K | 0.16% | 73 |
|
|
2024
Q3 | $3.66M | Hold |
162,006
| – | – | 0.15% | 78 |
|
|
2024
Q2 | $3.47M | Sell |
162,006
-384
| -0.2% | -$8.22K | 0.16% | 79 |
|
|
2024
Q1 | $3.36M | Hold |
162,390
| – | – | 0.16% | 75 |
|
|
2023
Q4 | $3.05M | Sell |
162,390
-5,592
| -3% | -$105K | 0.15% | 80 |
|
|
2023
Q3 | $2.83M | Hold |
167,982
| – | – | 0.16% | 71 |
|
|
2023
Q2 | $2.93M | Hold |
167,982
| – | – | 0.15% | 73 |
|
|
2023
Q1 | $2.71M | Hold |
167,982
| – | – | 0.15% | 74 |
|
|
2022
Q4 | $2.53M | Hold |
167,982
| – | – | 0.14% | 79 |
|
|
2022
Q3 | $2.37M | Sell |
167,982
-9
| -0% | -$127 | 0.15% | 75 |
|
|
2022
Q2 | $2.5M | Sell |
167,991
-2,097
| -1% | -$31.2K | 0.14% | 78 |
|
|
2022
Q1 | $3.05M | Sell |
170,088
-8,430
| -5% | -$151K | 0.17% | 67 |
|
|
2021
Q4 | $3.39M | Buy |
178,518
+6
| +0% | +$114 | 0.19% | 67 |
|
|
2021
Q3 | $3.1M | Buy |
+178,512
| New | +$3.1M | 0.19% | 65 |
|