Schneider Downs Wealth Management Advisors’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
Q2 | $37.9M | Buy |
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|
2025
Q1 | $33.3M | Buy |
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|
2024
Q4 | $34.7M | Buy |
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|
2024
Q3 | $32.3M | Sell |
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|
2024
Q2 | $30.6M | Buy |
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|
2024
Q1 | $27.2M | Buy |
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|
2023
Q4 | $23.8M | Sell |
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|
2023
Q3 | $22M | Buy |
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|
2023
Q2 | $22.4M | Buy |
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|
2023
Q1 | $19.8M | Buy |
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|
2022
Q4 | $18M | Buy |
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|
2022
Q3 | $15.6M | Buy |
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|
2022
Q2 | $15.9M | Buy |
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|
2022
Q1 | $18.2M | Buy |
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|
2021
Q4 | $18M | Buy |
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|
2021
Q3 | $16M | Buy |
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|
2021
Q2 | $15.3M | Buy |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $10.6M | Buy |
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|
2020
Q2 | $9.61M | Buy |
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|
2020
Q1 | $6.68M | Buy |
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|
2019
Q4 | $5.64M | Buy |
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|
2019
Q3 | $4.91M | Buy |
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|
2019
Q2 | $4.56M | Buy |
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|
2019
Q1 | $3.88M | Buy |
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|
2018
Q4 | $2.89M | Buy |
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|
2018
Q3 | $2.23M | Buy |
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|
2018
Q2 | $1.94M | Buy |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $938K | Buy |
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|
2017
Q2 | $878K | Buy |
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|
2017
Q1 | $564K | Buy |
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|
2016
Q4 | $430K | Buy |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q2 | $242K | Buy |
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