Simon Quick Advisors’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 | $2.1M | Sell |
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2025
Q2 | $2.12M | Sell |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $2.01M | Sell |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $951K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $951K | Buy |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $2.9M | Sell |
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|
2019
Q4 | $8.57M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $345K | Sell |
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|
2018
Q2 | $341K | Sell |
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|
2018
Q1 | $373K | Sell |
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|
2017
Q4 | $404K | Sell |
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|
2017
Q3 | $368K | Buy |
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|
2017
Q2 | $345K | Buy |
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|
2017
Q1 | $83K | Buy |
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