Sequoia Financial 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 | $34.5M | Sell |
|
|||||
|
2025
Q1 | $56M | Buy |
|
|||||
|
2024
Q4 | $58.7M | Sell |
|
|||||
|
2024
Q3 | $59.3M | Sell |
|
|||||
|
2024
Q2 | $57.3M | Sell |
|
|||||
|
2024
Q1 | $62.3M | Sell |
|
|||||
|
2023
Q4 | $58.3M | Sell |
|
|||||
|
2023
Q3 | $52.8M | Sell |
|
|||||
|
2023
Q2 | $56.2M | Sell |
|
|||||
|
2023
Q1 | $53.9M | Sell |
|
|||||
|
2022
Q4 | $52.9M | Sell |
|
|||||
|
2022
Q3 | $50.3M | Sell |
|
|||||
|
2022
Q2 | $56.7M | Sell |
|
|||||
|
2022
Q1 | $73.2M | Sell |
|
|||||
|
2021
Q4 | $78.7M | Buy |
|
|||||
|
2021
Q3 | $28.3M | Sell |
|
|||||
|
2021
Q2 | $72.6M | Sell |
|
|||||
|
2021
Q1 | $71.2M | Sell |
|
|||||
|
2020
Q4 | $72.6M | Sell |
|
|||||
|
2020
Q3 | $65.5M | Sell |
|
|||||
|
2020
Q2 | $61.5M | Buy |
|
|||||
|
2020
Q1 | $44.1M | Buy |
|
|||||
|
2019
Q4 | $43.5M | Buy |
|
|||||
|
2019
Q3 | $36.9M | Buy |
|
|||||
|
2019
Q2 | $31.8M | Buy |
|
|||||
|
2019
Q1 | $25.8M | Buy |
|
|||||
|
2018
Q4 | $15.4M | Buy |
|
|||||
|
2018
Q3 | $15.1M | Sell |
|
|||||
|
2018
Q2 | $15.9M | Buy |
|
|||||
|
2018
Q1 | $15.3M | Sell |
|
|||||
|
2017
Q4 | $15.7M | Sell |
|
|||||
|
2017
Q3 | $16M | Buy |
|
|||||
|
2017
Q2 | $15.2M | Buy |
|
|||||
|
2017
Q1 | $14.4M | Buy |
|
|||||
|
2016
Q4 | $11.4M | Buy |
|
|||||
|
2016
Q3 | $10.7M | Buy |
|
|||||
|
2016
Q2 | $460K | Sell |
|
|||||
|
2016
Q1 | $6.38M | Buy |
|
|||||
|
2015
Q4 | $5.37M | Buy |
|
|||||
|
2015
Q3 | $4.33M | Buy |
|
|||||
|
2015
Q2 | $1.26M | Buy |
|
|||||
|
2015
Q1 | $1.19M | Buy |
|