SDWMA
Schneider Downs Wealth Management Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9M | Buy |
1,550,228
+41,957
| +3% | +$1.03M | 5.66% | 5 |
|
|
2025
Q1 | $33.3M | Buy |
1,508,271
+11,455
| +0.8% | +$253K | 6.03% | 5 |
|
|
2024
Q4 | $34.7M | Buy |
1,496,816
+1,021,002
| +215% | +$23.7M | 6.53% | 5 |
|
|
2024
Q3 | $32.3M | Sell |
475,814
-1,018
| -0.2% | -$69.1K | 6.61% | 5 |
|
|
2024
Q2 | $30.6M | Buy |
476,832
+38,517
| +9% | +$2.47M | 6.82% | 5 |
|
|
2024
Q1 | $27.2M | Buy |
438,315
+17,041
| +4% | +$1.06M | 6.27% | 5 |
|
|
2023
Q4 | $23.8M | Sell |
421,274
-13,673
| -3% | -$771K | 6.18% | 4 |
|
|
2023
Q3 | $22M | Buy |
434,947
+7,776
| +2% | +$393K | 5.1% | 5 |
|
|
2023
Q2 | $22.4M | Buy |
427,171
+18,124
| +4% | +$949K | 5.11% | 5 |
|
|
2023
Q1 | $19.8M | Buy |
409,047
+10,402
| +3% | +$503K | 4.06% | 5 |
|
|
2022
Q4 | $18M | Buy |
398,645
+30,413
| +8% | +$1.37M | 3.95% | 5 |
|
|
2022
Q3 | $15.6M | Buy |
368,232
+12,251
| +3% | +$519K | 4.57% | 5 |
|
|
2022
Q2 | $15.9M | Buy |
355,981
+17,646
| +5% | +$788K | 4.44% | 5 |
|
|
2022
Q1 | $18.2M | Buy |
338,335
+180,304
| +114% | +$9.71M | 4.64% | 4 |
|
|
2021
Q4 | $18M | Buy |
158,031
+4,620
| +3% | +$526K | 4.3% | 5 |
|
|
2021
Q3 | $16M | Buy |
153,411
+6,091
| +4% | +$634K | 4.12% | 6 |
|
|
2021
Q2 | $15.3M | Buy |
147,320
+6,850
| +5% | +$712K | 3.97% | 6 |
|
|
2021
Q1 | $13.5M | Buy |
140,470
+6,610
| +5% | +$635K | 3.3% | 6 |
|
|
2020
Q4 | $12.2M | Buy |
133,860
+2,574
| +2% | +$234K | 3.39% | 6 |
|
|
2020
Q3 | $10.6M | Buy |
131,286
+1,649
| +1% | +$133K | 3.55% | 5 |
|
|
2020
Q2 | $9.61M | Buy |
129,637
+20,542
| +19% | +$1.52M | 3.28% | 4 |
|
|
2020
Q1 | $6.68M | Buy |
109,095
+35,705
| +49% | +$2.19M | 2.45% | 7 |
|
|
2019
Q4 | $5.64M | Buy |
73,390
+4,233
| +6% | +$325K | 1.68% | 9 |
|
|
2019
Q3 | $4.91M | Buy |
69,157
+4,211
| +6% | +$299K | 1.53% | 9 |
|
|
2019
Q2 | $4.56M | Buy |
64,946
+7,541
| +13% | +$529K | 1.59% | 9 |
|
|
2019
Q1 | $3.88M | Buy |
57,405
+8,921
| +18% | +$603K | 1.46% | 9 |
|
|
2018
Q4 | $2.89M | Buy |
48,484
+16,437
| +51% | +$981K | 1.25% | 8 |
|
|
2018
Q3 | $2.23M | Buy |
32,047
+2,140
| +7% | +$149K | 1.41% | 10 |
|
|
2018
Q2 | $1.94M | Buy |
29,907
+3,398
| +13% | +$221K | 1.29% | 12 |
|
|
2018
Q1 | $1.67M | Buy |
26,509
+8,924
| +51% | +$563K | 0.94% | 12 |
|
|
2017
Q4 | $1.12M | Buy |
17,585
+1,967
| +13% | +$126K | 0.65% | 14 |
|
|
2017
Q3 | $938K | Buy |
15,618
+413
| +3% | +$24.8K | 0.6% | 15 |
|
|
2017
Q2 | $878K | Buy |
15,205
+5,181
| +52% | +$299K | 0.58% | 16 |
|
|
2017
Q1 | $564K | Buy |
10,024
+1,943
| +24% | +$109K | 0.39% | 22 |
|
|
2016
Q4 | $430K | Buy |
8,081
+2,632
| +48% | +$140K | 0.29% | 24 |
|
|
2016
Q3 | $281K | Buy |
5,449
+594
| +12% | +$30.6K | 0.18% | 27 |
|
|
2016
Q2 | $242K | Buy |
+4,855
| New | +$242K | 0.16% | 25 |
|