SWM
SigFig Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Buy |
1,170,658
+261,999
| +29% | +$6.37M | 0.94% | 22 |
|
|
2025
Q1 | $19.5M | Buy |
908,659
+175,972
| +24% | +$3.78M | 0.71% | 25 |
|
|
2024
Q4 | $16.4M | Buy |
732,687
+549,894
| +301% | +$12.3M | 0.59% | 26 |
|
|
2024
Q3 | $11.8M | Buy |
182,793
+50,799
| +38% | +$3.27M | 0.43% | 31 |
|
|
2024
Q2 | $7.99M | Buy |
131,994
+51,192
| +63% | +$3.1M | 0.3% | 38 |
|
|
2024
Q1 | $4.6M | Buy |
80,802
+20,065
| +33% | +$1.14M | 0.17% | 54 |
|
|
2023
Q4 | $3.21M | Buy |
60,737
+8,292
| +16% | +$438K | 0.12% | 63 |
|
|
2023
Q3 | $2.7M | Buy |
52,445
+4,041
| +8% | +$208K | 0.11% | 70 |
|
|
2023
Q2 | $1.99M | Buy |
48,404
+712
| +1% | +$29.3K | 0.08% | 75 |
|
|
2023
Q1 | $1.96M | Buy |
47,692
+3,358
| +8% | +$138K | 0.11% | 68 |
|
|
2022
Q4 | $1.81M | Buy |
44,334
+598
| +1% | +$24.4K | 0.09% | 67 |
|
|
2022
Q3 | $1.52M | Buy |
43,736
+4,170
| +11% | +$145K | 0.08% | 69 |
|
|
2022
Q2 | $1.7M | Buy |
39,566
+2,359
| +6% | +$102K | 0.09% | 62 |
|
|
2022
Q1 | $1.88M | Buy |
37,207
+19,726
| +113% | +$996K | 0.09% | 58 |
|
|
2021
Q4 | $1.78M | Buy |
17,481
+994
| +6% | +$101K | 0.08% | 55 |
|
|
2021
Q3 | $1.72M | Sell |
16,487
-643
| -4% | -$66.9K | 0.09% | 52 |
|
|
2021
Q2 | $1.78M | Buy |
17,130
+99
| +0.6% | +$10.3K | 0.09% | 53 |
|
|
2021
Q1 | $1.64M | Buy |
17,031
+2,605
| +18% | +$250K | 0.1% | 49 |
|
|
2020
Q4 | $1.31M | Buy |
14,426
+2,392
| +20% | +$218K | 0.1% | 49 |
|
|
2020
Q3 | $963K | Sell |
12,034
-174
| -1% | -$13.9K | 0.09% | 47 |
|
|
2020
Q2 | $905K | Sell |
12,208
-121
| -1% | -$8.97K | 0.1% | 43 |
|
|
2020
Q1 | $755K | Buy |
12,329
+1,824
| +17% | +$112K | 0.1% | 38 |
|
|
2019
Q4 | $807K | Sell |
10,505
-260
| -2% | -$20K | 0.1% | 36 |
|
|
2019
Q3 | $763K | Sell |
10,765
-22
| -0.2% | -$1.56K | 0.11% | 37 |
|
|
2019
Q2 | $757K | Buy |
10,787
+385
| +4% | +$27K | 0.12% | 40 |
|
|
2019
Q1 | $703K | Buy |
10,402
+58
| +0.6% | +$3.92K | 0.12% | 39 |
|
|
2018
Q4 | $612K | Sell |
10,344
-248
| -2% | -$14.7K | 0.13% | 40 |
|
|
2018
Q3 | $737K | Buy |
10,592
+227
| +2% | +$15.8K | 0.15% | 38 |
|
|
2018
Q2 | $674K | Sell |
10,365
-131
| -1% | -$8.52K | 0.17% | 39 |
|
|
2018
Q1 | $662K | Buy |
10,496
+535
| +5% | +$33.7K | 0.39% | 27 |
|
|
2017
Q4 | $638K | Sell |
9,961
-184
| -2% | -$11.8K | 0.31% | 30 |
|
|
2017
Q3 | $609K | Sell |
10,145
-1,799
| -15% | -$108K | 0.41% | 20 |
|
|
2017
Q2 | $690K | Buy |
11,944
+123
| +1% | +$7.11K | 0.51% | 19 |
|
|
2017
Q1 | $665K | Buy |
11,821
+129
| +1% | +$7.26K | 0.53% | 19 |
|
|
2016
Q4 | $628K | Buy |
+11,692
| New | +$628K | 0.54% | 19 |
|