Sterling Investment Advisors (Pennsylvania)’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 | $217K | Buy |
+8,897
| New | +$217K | 0.05% | 171 |
|
|
2025
Q1 | – | Sell |
-9,047
| Closed | -$210K | – | 180 |
|
|
2024
Q4 | $210K | Buy |
9,047
+161
| +2% | +$3.73K | 0.05% | 154 |
|
|
2024
Q3 | $201K | Buy |
+8,886
| New | +$201K | 0.05% | 147 |
|
|
2022
Q3 | – | Sell |
-6,462
| Closed | -$96K | – | 427 |
|
|
2022
Q2 | $96K | Hold |
6,462
| – | – | 0.03% | 183 |
|
|
2022
Q1 | $116K | Buy |
6,462
+360
| +6% | +$6.46K | 0.03% | 179 |
|
|
2021
Q4 | $116K | Hold |
6,102
| – | – | 0.03% | 182 |
|
|
2021
Q3 | $106K | Hold |
6,102
| – | – | 0.03% | 189 |
|
|
2021
Q2 | $106K | Hold |
6,102
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $98K | Hold |
6,102
| – | – | 0.03% | 191 |
|
|
2020
Q4 | $92K | Hold |
6,102
| – | – | 0.03% | 185 |
|
|
2020
Q3 | $82K | Sell |
6,102
-1,266
| -17% | -$17K | 0.03% | 179 |
|
|
2020
Q2 | $90K | Buy |
7,368
+2,376
| +48% | +$29K | 0.04% | 173 |
|
|
2020
Q1 | $50K | Hold |
4,992
| – | – | 0.03% | 191 |
|
|
2019
Q4 | $63K | Hold |
4,992
| – | – | 0.03% | 185 |
|
|
2019
Q3 | $59K | Hold |
4,992
| – | – | 0.03% | 194 |
|
|
2019
Q2 | $58K | Hold |
4,992
| – | – | 0.03% | 192 |
|
|
2019
Q1 | $56K | Hold |
4,992
| – | – | 0.03% | 198 |
|
|
2018
Q4 | $49K | Buy |
4,992
+3,810
| +322% | +$37.4K | 0.03% | 196 |
|
|
2018
Q3 | $14K | Buy |
+1,182
| New | +$14K | 0.01% | 333 |
|