Sensible Financial Planning & Management’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 | $12.4M | Buy |
507,238
+335
| +0.1% | +$8.19K | 2.35% | 11 |
|
|
2025
Q1 | $11.2M | Sell |
506,903
-1,081
| -0.2% | -$23.9K | 2.23% | 13 |
|
|
2024
Q4 | $11.8M | Sell |
507,984
-18,756
| -4% | -$435K | 2.44% | 10 |
|
|
2024
Q3 | $11.9M | Sell |
526,740
-23,910
| -4% | -$541K | 2.35% | 10 |
|
|
2024
Q2 | $11.8M | Sell |
550,650
-5,592
| -1% | -$120K | 2.55% | 10 |
|
|
2024
Q1 | $11.5M | Sell |
556,242
-18,522
| -3% | -$383K | 2.54% | 10 |
|
|
2023
Q4 | $10.8M | Sell |
574,764
-39,084
| -6% | -$735K | 2.53% | 10 |
|
|
2023
Q3 | $10.4M | Sell |
613,848
-25,311
| -4% | -$427K | 2.6% | 10 |
|
|
2023
Q2 | $11.2M | Sell |
639,159
-22,383
| -3% | -$391K | 2.62% | 10 |
|
|
2023
Q1 | $10.7M | Sell |
661,542
-57,486
| -8% | -$927K | 2.52% | 10 |
|
|
2022
Q4 | $10.8M | Sell |
719,028
-43,782
| -6% | -$659K | 2.69% | 10 |
|
|
2022
Q3 | $10.8M | Sell |
762,810
-14,382
| -2% | -$203K | 2.77% | 10 |
|
|
2022
Q2 | $11.6M | Sell |
777,192
-11,529
| -1% | -$172K | 2.92% | 9 |
|
|
2022
Q1 | $14.2M | Buy |
788,721
+3,837
| +0.5% | +$68.9K | 3.78% | 9 |
|
|
2021
Q4 | $14.9M | Buy |
784,884
+65,748
| +9% | +$1.25M | 4.23% | 8 |
|
|
2021
Q3 | $12.5M | Buy |
719,136
+29,040
| +4% | +$504K | 4.06% | 7 |
|
|
2021
Q2 | $12M | Sell |
690,096
-3,672
| -0.5% | -$63.6K | 4.04% | 8 |
|
|
2021
Q1 | $11.1M | Sell |
693,768
-49,092
| -7% | -$786K | 4.08% | 8 |
|
|
2020
Q4 | $11.3M | Sell |
742,860
-85,902
| -10% | -$1.3M | 4.2% | 8 |
|
|
2020
Q3 | $11.1M | Sell |
828,762
-30,708
| -4% | -$413K | 4.56% | 4 |
|
|
2020
Q2 | $10.6M | Sell |
859,470
-191,466
| -18% | -$2.36M | 4.56% | 4 |
|
|
2020
Q1 | $10.7M | Sell |
1,050,936
-50,142
| -5% | -$512K | 5.11% | 4 |
|
|
2019
Q4 | $14.1M | Sell |
1,101,078
-16,920
| -2% | -$217K | 5.94% | 4 |
|
|
2019
Q3 | $13.2M | Buy |
1,117,998
+35,346
| +3% | +$418K | 5.71% | 5 |
|
|
2019
Q2 | $12.7M | Sell |
1,082,652
-9,804
| -0.9% | -$115K | 5.42% | 5 |
|
|
2019
Q1 | $12.3M | Buy |
1,092,456
+34,452
| +3% | +$388K | 5.57% | 5 |
|
|
2018
Q4 | $10.5M | Buy |
1,058,004
+166,008
| +19% | +$1.65M | 5.1% | 5 |
|
|
2018
Q3 | $10.3M | Buy |
891,996
+70,848
| +9% | +$821K | 4.8% | 5 |
|
|
2018
Q2 | $8.89M | Buy |
821,148
+91,332
| +13% | +$989K | 4.22% | 7 |
|
|
2018
Q1 | $7.67M | Buy |
729,816
+160,284
| +28% | +$1.69M | 3.66% | 8 |
|
|
2017
Q4 | $6.05M | Buy |
569,532
+150,870
| +36% | +$1.6M | 3.09% | 8 |
|
|
2017
Q3 | $4.19M | Buy |
418,662
+312,144
| +293% | +$3.12M | 2.31% | 9 |
|
|
2017
Q2 | $1.03M | Buy |
+106,518
| New | +$1.03M | 0.64% | 13 |
|