Silver Oak Securities’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 | $736K | Sell |
30,134
-5,035
| -14% | -$123K | 0.06% | 320 |
|
|
2025
Q1 | $772K | Sell |
35,169
-38,343
| -52% | -$842K | 0.07% | 284 |
|
|
2024
Q4 | $1.71M | Buy |
73,512
+3,675
| +5% | +$85.5K | 0.16% | 142 |
|
|
2024
Q3 | $1.57M | Buy |
69,837
+40,305
| +136% | +$908K | 0.17% | 133 |
|
|
2024
Q2 | $632K | Buy |
29,532
+105
| +0.4% | +$2.25K | 0.09% | 188 |
|
|
2024
Q1 | $609K | Sell |
29,427
-6,540
| -18% | -$135K | 0.09% | 199 |
|
|
2023
Q4 | $676K | Buy |
35,967
+11,703
| +48% | +$220K | 0.09% | 230 |
|
|
2023
Q3 | $409K | Buy |
24,264
+5,268
| +28% | +$88.9K | 0.09% | 182 |
|
|
2023
Q2 | $332K | Sell |
18,996
-15,348
| -45% | -$268K | 0.05% | 312 |
|
|
2023
Q1 | $554K | Buy |
34,344
+20,427
| +147% | +$330K | 0.09% | 177 |
|
|
2022
Q4 | $209K | Sell |
13,917
-10,347
| -43% | -$155K | 0.04% | 277 |
|
|
2022
Q3 | $409K | Buy |
24,264
+9,537
| +65% | +$161K | 0.09% | 182 |
|
|
2022
Q2 | $230K | Buy |
+14,727
| New | +$230K | 0.05% | 237 |
|