SEI Investments’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 | $879M | Buy |
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|
2025
Q1 | $768M | Sell |
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|
2024
Q4 | $815M | Sell |
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|
2024
Q3 | $838M | Sell |
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|
2024
Q2 | $805M | Sell |
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|
2024
Q1 | $788M | Sell |
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|
2023
Q4 | $1.34B | Sell |
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|
2023
Q3 | $1.22B | Sell |
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|
2023
Q2 | $1.41B | Sell |
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|
2023
Q1 | $1.45B | Buy |
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|
2022
Q4 | $1.32B | Sell |
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|
2022
Q3 | $1.3B | Buy |
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|
2022
Q2 | $1.35B | Buy |
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|
2022
Q1 | $1.6B | Buy |
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|
2021
Q4 | $1.67B | Sell |
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|
2021
Q3 | $1.54B | Sell |
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|
2021
Q2 | $1.54B | Sell |
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|
2021
Q1 | $1.35B | Hold |
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|
2020
Q4 | $1.35B | Sell |
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|
2020
Q3 | $1.4B | Sell |
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|
2020
Q2 | $1.35B | Sell |
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|
2020
Q1 | $1.15B | Buy |
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|
2019
Q4 | $1.35B | Sell |
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|
2019
Q3 | $1.3B | Buy |
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|
2019
Q2 | $1.22B | Buy |
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|
2019
Q1 | $892M | Sell |
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|
2018
Q4 | $884M | Buy |
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|
2018
Q3 | $988M | Buy |
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|
2018
Q2 | $209K | Buy |
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|
2018
Q1 | $132K | Sell |
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|
2017
Q4 | $282K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $9K | Sell |
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|
2016
Q4 | $191K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $12K | Buy |
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