Sonora Investment Management Group’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 | $1.31M | Buy |
53,499
+347
| +0.7% | +$8.48K | 0.1% | 117 |
|
|
2025
Q1 | $1.17M | Sell |
53,152
-4,625
| -8% | -$102K | 0.09% | 118 |
|
|
2024
Q4 | $1.34M | Sell |
57,777
-81
| -0.1% | -$1.88K | 0.1% | 122 |
|
|
2024
Q3 | $1.31M | Buy |
57,858
+12,999
| +29% | +$294K | 0.1% | 124 |
|
|
2024
Q2 | $928K | Hold |
44,859
| – | – | 0.07% | 141 |
|
|
2024
Q1 | $928K | Buy |
44,859
+2,115
| +5% | +$43.8K | 0.07% | 141 |
|
|
2023
Q4 | $804K | Sell |
42,744
-3,543
| -8% | -$66.6K | 0.07% | 141 |
|
|
2023
Q3 | $781K | Buy |
46,287
+5,730
| +14% | +$96.6K | 0.07% | 145 |
|
|
2023
Q2 | $708K | Buy |
40,557
+5,181
| +15% | +$90.4K | 0.06% | 145 |
|
|
2023
Q1 | $570K | Buy |
35,376
+2,397
| +7% | +$38.7K | 0.05% | 152 |
|
|
2022
Q4 | $496K | Buy |
32,979
+13,854
| +72% | +$209K | 0.05% | 159 |
|
|
2022
Q3 | $285K | Hold |
19,125
| – | – | 0.04% | 159 |
|
|
2022
Q2 | $285K | Buy |
+19,125
| New | +$285K | 0.03% | 192 |
|
|
2022
Q1 | – | Sell |
-11,052
| Closed | -$210K | – | 231 |
|
|
2021
Q4 | $210K | Buy |
+11,052
| New | +$210K | 0.02% | 196 |
|