Shaker 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
Q3 | – | Sell |
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|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $236K | Buy |
|
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $200K | Buy |
|