Steigerwald Gordon & Koch’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
Q1 | – | Sell |
-10,332
| Closed | -$240K | – | 126 |
|
|
2024
Q4 | $240K | Sell |
10,332
-735
| -7% | -$17K | 0.03% | 109 |
|
|
2024
Q3 | $250K | Buy |
11,067
+1,500
| +16% | +$33.9K | 0.03% | 113 |
|
|
2024
Q2 | $205K | Sell |
9,567
-663
| -6% | -$14.2K | 0.02% | 120 |
|
|
2024
Q1 | $212K | Buy |
+10,230
| New | +$212K | 0.03% | 119 |
|
|
2022
Q3 | – | Sell |
-20,028
| Closed | -$298K | – | 106 |
|
|
2022
Q2 | $298K | Buy |
+20,028
| New | +$298K | 0.05% | 89 |
|
|
2022
Q1 | – | Sell |
-10,728
| Closed | -$204K | – | 124 |
|
|
2021
Q4 | $204K | Sell |
10,728
-2,682
| -20% | -$51K | 0.03% | 123 |
|
|
2021
Q3 | $233K | Buy |
13,410
+1,806
| +16% | +$31.4K | 0.04% | 103 |
|
|
2021
Q2 | $201K | Buy |
+11,604
| New | +$201K | 0.03% | 113 |
|