Scarborough 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 | – | Sell |
-2,773,343
| Closed | -$61.2M | – | 494 |
|
|
2025
Q1 | $61.2M | Sell |
2,773,343
-706,341
| -20% | -$15.6M | 8.72% | 1 |
|
|
2024
Q4 | $80.7M | Sell |
3,479,684
-1,240,306
| -26% | -$28.8M | 11.4% | 1 |
|
|
2024
Q3 | $107M | Buy |
+4,719,990
| New | +$107M | 17.25% | 1 |
|
|
2024
Q1 | – | Sell |
-4,841,457
| Closed | -$91M | – | 667 |
|
|
2023
Q4 | $91M | Buy |
4,841,457
+195,342
| +4% | +$3.67M | 18.74% | 1 |
|
|
2023
Q3 | $78.4M | Buy |
4,646,115
+37,278
| +0.8% | +$629K | 19.03% | 1 |
|
|
2023
Q2 | $80.5M | Buy |
4,608,837
+597,957
| +15% | +$10.4M | 19.25% | 1 |
|
|
2023
Q1 | $64.7M | Sell |
4,010,880
-232,206
| -5% | -$3.74M | 16.29% | 1 |
|
|
2022
Q4 | $63.9M | Buy |
4,243,086
+572,697
| +16% | +$8.62M | 17.11% | 1 |
|
|
2022
Q3 | $51.8M | Buy |
3,670,389
+1,329,669
| +57% | +$18.8M | 16.15% | 1 |
|
|
2022
Q2 | $34.8M | Buy |
2,340,720
+12,324
| +0.5% | +$183K | 11.88% | 1 |
|
|
2022
Q1 | $41.8M | Buy |
2,328,396
+537,552
| +30% | +$9.65M | 13.35% | 1 |
|
|
2021
Q4 | $34M | Buy |
+1,790,844
| New | +$34M | 11.67% | 1 |
|