Shaker Investments’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 | $250K | Buy |
10,228
+19
| +0.2% | +$464 | 0.1% | 92 |
|
|
2025
Q1 | $225K | Buy |
10,209
+20
| +0.2% | +$442 | 0.11% | 90 |
|
|
2024
Q4 | $236K | Buy |
10,189
+16
| +0.2% | +$371 | 0.1% | 85 |
|
|
2024
Q3 | $230K | Buy |
10,173
+42
| +0.4% | +$950 | 0.1% | 86 |
|
|
2024
Q2 | $217K | Sell |
10,131
-933
| -8% | -$20K | 0.09% | 86 |
|
|
2024
Q1 | $229K | Buy |
11,064
+21
| +0.2% | +$434 | 0.1% | 87 |
|
|
2023
Q4 | $208K | Buy |
+11,043
| New | +$208K | 0.1% | 82 |
|
|
2022
Q1 | – | Sell |
-11,022
| Closed | -$209K | – | 101 |
|
|
2021
Q4 | $209K | Buy |
+11,022
| New | +$209K | 0.09% | 92 |
|
|
2021
Q3 | – | Sell |
-11,778
| Closed | -$204K | – | 95 |
|
|
2021
Q2 | $204K | Buy |
+11,778
| New | +$204K | 0.09% | 92 |
|
|
2021
Q1 | – | Sell |
-15,444
| Closed | -$234K | – | 92 |
|
|
2020
Q4 | $234K | Buy |
15,444
+534
| +4% | +$8.09K | 0.12% | 86 |
|
|
2020
Q3 | $200K | Buy |
+14,910
| New | +$200K | 0.1% | 85 |
|