Sharkey, Howes & Javer’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 | $3.95M | Sell |
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|
2025
Q2 | $3.73M | Sell |
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|
2025
Q1 | $3.54M | Sell |
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|
2024
Q4 | $3.95M | Sell |
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|
2024
Q3 | $3.97M | Sell |
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|
2024
Q2 | $4.06M | Sell |
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|
2024
Q1 | $4.03M | Sell |
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|
2023
Q4 | $4.17M | Sell |
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|
2023
Q3 | $4M | Sell |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $4.62M | Sell |
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|
2022
Q3 | $6.09M | Sell |
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|
2022
Q2 | $6.72M | Buy |
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|
2022
Q1 | $6.59M | Sell |
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|
2021
Q4 | $7.92M | Sell |
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|
2021
Q3 | $8.1M | Sell |
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|
2021
Q2 | $8.48M | Sell |
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|
2021
Q1 | $8.97M | Sell |
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|
2020
Q4 | $10.6M | Sell |
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|
2020
Q3 | $9.57M | Sell |
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|
2020
Q2 | $8.84M | Sell |
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|
2020
Q1 | $8.81M | Sell |
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|
2019
Q4 | $11.3M | Sell |
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|
2019
Q3 | $29.1M | Buy |
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|
2019
Q2 | $27.2M | Sell |
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|
2019
Q1 | $32.5M | Buy |
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|
2018
Q4 | $22.5M | Buy |
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|
2018
Q3 | $17M | Buy |
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|
2018
Q2 | $15.6M | Buy |
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|
2018
Q1 | $13.5M | Buy |
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|
2017
Q4 | $13.3M | Sell |
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|
2017
Q3 | $18M | Buy |
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|
2017
Q2 | $16.3M | Sell |
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|
2017
Q1 | $16.7M | Buy |
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|
2016
Q4 | $925K | Buy |
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|
2016
Q3 | $341K | Hold |
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|
2016
Q2 | $328K | Sell |
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|
2016
Q1 | $326K | Sell |
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|
2015
Q4 | $1.01M | Buy |
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|
2015
Q3 | $980K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.74M | Buy |
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