SigFig Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

SigFig Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61.1M	Buy	2,091,615 +257,963	+14%	+$7.37M	1.62%	15
2026 Q1	$47M	Buy	1,833,652 +286,712	+19%	+$7.69M	1.38%	16
2025 Q4	$41.7M	Buy	1,546,940 +226,952	+17%	+$6.06M	1.24%	17
2025 Q3	$34.7M	Buy	1,319,988 +149,330	+13%	+$3.79M	1.07%	20
2025 Q2	$28.5M	Buy	1,170,658 +261,999	+29%	+$5.92M	0.94%	22
2025 Q1	$19.5M	Buy	908,659 +175,972	+24%	+$4.1M	0.71%	25
2024 Q4	$16.4M	Buy	732,687 +184,308	+34%	+$4.3M	0.59%	26
2024 Q3	$11.8M	Buy	548,379 +152,397	+38%	+$3.32M	0.43%	31
2024 Q2	$7.99M	Buy	395,982 +153,576	+63%	+$3.17M	0.3%	38
2024 Q1	$4.6M	Buy	242,406 +60,195	+33%	+$1.19M	0.17%	54
2023 Q4	$3.21M	Buy	182,211 +24,876	+16%	+$437K	0.12%	63
2023 Q3	$2.7M	Buy	157,335 +12,123	+8%	+$213K	0.11%	70
2023 Q2	$1.99M	Buy	145,212 +2,136	+1%	+$35.3K	0.08%	75
2023 Q1	$1.96M	Buy	143,076 +10,074	+8%	+$159K	0.11%	68
2022 Q4	$1.81M	Buy	133,002 +1,794	+1%	+$27.2K	0.09%	67
2022 Q3	$1.52M	Buy	131,208 +12,510	+11%	+$196K	0.08%	69
2022 Q2	$1.7M	Buy	118,698 +7,077	+6%	+$115K	0.09%	62
2022 Q1	$1.88M	Buy	111,621 +6,735	+6%	+$119K	0.09%	58
2021 Q4	$1.78M	Buy	104,886 +5,964	+6%	+$110K	0.08%	55
2021 Q3	$1.72M	Sell	98,922 -3,858	-4%	-$68.8K	0.09%	52
2021 Q2	$1.78M	Buy	102,780 +594	+0.6%	+$10K	0.09%	53
2021 Q1	$1.64M	Buy	102,186 +15,630	+18%	+$245K	0.1%	49
2020 Q4	$1.31M	Buy	86,556 +14,352	+20%	+$205K	0.1%	49
2020 Q3	$963K	Sell	72,204 -1,044	-1%	-$13.9K	0.09%	47
2020 Q2	$905K	Sell	73,248 -726	-1%	-$8.46K	0.1%	43
2020 Q1	$755K	Buy	73,974 +10,944	+17%	+$133K	0.1%	38
2019 Q4	$807K	Sell	63,030 -1,560	-2%	-$19.1K	0.1%	36
2019 Q3	$763K	Sell	64,590 -132	-0.2%	-$1.56K	0.11%	37
2019 Q2	$757K	Buy	64,722 +2,310	+4%	+$26.5K	0.12%	40
2019 Q1	$703K	Buy	62,412 +348	+0.6%	+$3.77K	0.12%	39
2018 Q4	$612K	Sell	62,064 -1,488	-2%	-$16K	0.13%	40
2018 Q3	$737K	Buy	63,552 +1,362	+2%	+$15.5K	0.15%	38
2018 Q2	$674K	Sell	62,190 -786	-1%	-$8.48K	0.17%	39
2018 Q1	$662K	Buy	62,976 +3,210	+5%	+$34.9K	0.39%	27
2017 Q4	$638K	Sell	59,766 -1,104	-2%	-$11.4K	0.31%	30
2017 Q3	$609K	Sell	60,870 -10,794	-15%	-$106K	0.41%	20
2017 Q2	$690K	Buy	71,664 +738	+1%	+$7.04K	0.51%	19
2017 Q1	$665K	Buy	70,926 +774	+1%	+$7.16K	0.53%	19
2016 Q4	$628K	Buy	+70,152	New	+$609K	0.54%	19