Savant Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.1M | Buy |
2,500,836
+36,176
| +1% | +$970K | 0.31% | 48 |
|
|
2025
Q4 | $66.3M | Sell |
2,464,660
-32,018
| -1% | -$855K | 0.38% | 45 |
|
|
2025
Q3 | $65.8M | Buy |
2,496,678
+23,870
| +1% | +$606K | 0.4% | 47 |
|
|
2025
Q2 | $60.4M | Sell |
2,472,808
-39,901
| -2% | -$902K | 0.43% | 42 |
|
|
2025
Q1 | $55.5M | Sell |
2,512,709
-26,312
| -1% | -$613K | 0.47% | 37 |
|
|
2024
Q4 | $58.9M | Sell |
2,539,021
-8,630
| -0.3% | -$201K | 0.46% | 36 |
|
|
2024
Q3 | $57.6M | Sell |
2,547,651
-28,026
| -1% | -$611K | 0.48% | 38 |
|
|
2024
Q2 | $55.2M | Sell |
2,575,677
-44,781
| -2% | -$925K | 0.55% | 33 |
|
|
2024
Q1 | $54.2M | Sell |
2,620,458
-41,637
| -2% | -$820K | 0.62% | 30 |
|
|
2023
Q4 | $50M | Sell |
2,662,095
-29,838
| -1% | -$524K | 0.65% | 30 |
|
|
2023
Q3 | $45.4M | Buy |
2,691,933
+382,695
| +17% | +$6.71M | 0.68% | 30 |
|
|
2023
Q2 | $40.3M | Buy |
2,309,238
+837,816
| +57% | +$13.8M | 0.63% | 31 |
|
|
2023
Q1 | $23.7M | Sell |
1,471,422
-288,669
| -16% | -$4.54M | 0.44% | 39 |
|
|
2022
Q4 | $26.5M | Sell |
1,760,091
-901,116
| -34% | -$13.6M | 0.65% | 28 |
|
|
2022
Q3 | $37.6M | Sell |
2,661,207
-278,637
| -9% | -$4.37M | 1.17% | 21 |
|
|
2022
Q2 | $43.8M | Buy |
2,939,844
+63,789
| +2% | +$1.03M | 1.33% | 21 |
|
|
2022
Q1 | $51.6M | Buy |
2,876,055
+9,759
| +0.3% | +$173K | 1.69% | 16 |
|
|
2021
Q4 | $54.4M | Buy |
2,866,296
+2,810,436
| +5,031% | +$51.9M | 1.76% | 15 |
|
|
2021
Q3 | $968K | Buy |
55,860
+32,316
| +137% | +$576K | 0.04% | 222 |
|
|
2021
Q2 | $408K | Sell |
23,544
-24
| -0.1% | -$405 | 0.02% | 345 |
|
|
2021
Q1 | $377K | Sell |
23,568
-5,670
| -19% | -$88.8K | 0.02% | 330 |
|
|
2020
Q4 | $443K | Buy |
29,238
+4,314
| +17% | +$61.7K | 0.03% | 283 |
|
|
2020
Q3 | $335K | Buy |
24,924
+1,830
| +8% | +$24.3K | 0.02% | 315 |
|
|
2020
Q2 | $285K | Sell |
23,094
-258
| -1% | -$3.01K | 0.02% | 333 |
|
|
2020
Q1 | $238K | Buy |
+23,352
| New | +$284K | 0.02% | 333 |
|
Other funds holding SCHX
HSA
MGIA
SFG
