Sandy Spring Bank’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
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.15M | Hold |
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|
2023
Q3 | $1.03M | Hold |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $867K | Sell |
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|
2022
Q4 | $841K | Buy |
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|
2022
Q3 | $776K | Hold |
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|
2022
Q2 | $818K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $942K | Sell |
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|
2020
Q4 | $938K | Sell |
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|
2020
Q3 | $893K | Sell |
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|
2020
Q2 | $875K | Hold |
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|
2020
Q1 | $724K | Sell |
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|
2019
Q4 | $960K | Buy |
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|
2019
Q3 | $883K | Hold |
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|
2019
Q2 | $874K | Hold |
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|
2019
Q1 | $842K | Buy |
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|
2018
Q4 | $158K | Hold |
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|
2018
Q3 | $184K | Hold |
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|
2018
Q2 | $171K | Hold |
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|
2018
Q1 | $167K | Buy |
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|
2017
Q4 | $129K | Hold |
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|
2017
Q3 | $121K | Hold |
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|
2017
Q2 | $117K | Hold |
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|
2017
Q1 | $113K | Hold |
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|
2016
Q4 | $108K | Sell |
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|
2016
Q3 | $107K | Hold |
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|
2016
Q2 | $103K | Hold |
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|
2016
Q1 | $101K | Buy |
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|
2015
Q4 | $88K | Hold |
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|
2015
Q3 | $83K | Hold |
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|
2015
Q2 | $90K | Hold |
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|
2015
Q1 | $90K | Buy |
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