Schoolcraft Capital’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 | $1.09M | Sell |
44,787
-15,044
| -25% | -$368K | 0.22% | 36 |
|
|
2025
Q1 | $1.32M | Sell |
59,831
-17,192
| -22% | -$380K | 0.26% | 37 |
|
|
2024
Q4 | $1.79M | Sell |
77,023
-4,106
| -5% | -$95.2K | 0.37% | 31 |
|
|
2024
Q3 | $1.83M | Hold |
81,129
| – | – | 0.37% | 31 |
|
|
2024
Q2 | $1.74M | Buy |
81,129
+30,249
| +59% | +$648K | 0.37% | 31 |
|
|
2024
Q1 | $1.05M | Sell |
50,880
-1,020
| -2% | -$21.1K | 0.25% | 34 |
|
|
2023
Q4 | $976K | Sell |
51,900
-762
| -1% | -$14.3K | 0.25% | 33 |
|
|
2023
Q3 | $888K | Sell |
52,662
-918
| -2% | -$15.5K | 0.25% | 33 |
|
|
2023
Q2 | $935K | Sell |
53,580
-291
| -0.5% | -$5.08K | 0.26% | 33 |
|
|
2023
Q1 | $869K | Sell |
53,871
-1,212
| -2% | -$19.5K | 0.25% | 32 |
|
|
2022
Q4 | $829K | Sell |
55,083
-1,188
| -2% | -$17.9K | 0.26% | 31 |
|
|
2022
Q3 | $794K | Sell |
56,271
-1,932
| -3% | -$27.3K | 0.27% | 28 |
|
|
2022
Q2 | $866K | Sell |
58,203
-666
| -1% | -$9.92K | 0.28% | 26 |
|
|
2022
Q1 | $1.06M | Sell |
58,869
-5,223
| -8% | -$93.8K | 0.33% | 27 |
|
|
2021
Q4 | $1.22M | Sell |
64,092
-540
| -0.8% | -$10.2K | 0.37% | 24 |
|
|
2021
Q3 | $1.12M | Sell |
64,632
-1,122
| -2% | -$19.5K | 0.38% | 25 |
|
|
2021
Q2 | $1.14M | Buy |
65,754
+228
| +0.3% | +$3.95K | 0.41% | 24 |
|
|
2021
Q1 | $1.05M | Sell |
65,526
-144
| -0.2% | -$2.31K | 0.42% | 22 |
|
|
2020
Q4 | $995K | Sell |
65,670
-120
| -0.2% | -$1.82K | 0.42% | 22 |
|
|
2020
Q3 | $884K | Sell |
65,790
-1,518
| -2% | -$20.4K | 0.42% | 22 |
|
|
2020
Q2 | $831K | Buy |
67,308
+29,016
| +76% | +$358K | 0.41% | 23 |
|
|
2020
Q1 | $391K | Buy |
38,292
+4,992
| +15% | +$51K | 0.24% | 33 |
|
|
2019
Q4 | $426K | Buy |
33,300
+690
| +2% | +$8.83K | 0.22% | 43 |
|
|
2019
Q3 | $386K | Sell |
32,610
-942
| -3% | -$11.1K | 0.22% | 39 |
|
|
2019
Q2 | $393K | Buy |
33,552
+1,008
| +3% | +$11.8K | 0.23% | 36 |
|
|
2019
Q1 | $367K | Buy |
+32,544
| New | +$367K | 0.24% | 34 |
|