Stewart & Patten Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $420K | Buy |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $538K | Sell |
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|
2021
Q4 | $571K | Sell |
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|
2021
Q3 | $546K | Buy |
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|
2021
Q2 | $545K | Sell |
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|
2021
Q1 | $528K | Buy |
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|
2020
Q4 | $493K | Buy |
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|
2020
Q3 | $400K | Buy |
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|
2020
Q2 | $365K | Sell |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | $330K | Buy |
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|
2019
Q2 | $316K | Buy |
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|
2019
Q1 | $302K | Buy |
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|
2018
Q4 | $263K | Buy |
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|
2018
Q3 | $295K | Buy |
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|
2018
Q2 | $275K | Hold |
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|
2018
Q1 | $267K | Buy |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | $249K | Buy |
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|
2017
Q2 | $238K | Buy |
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|
2017
Q1 | $223K | Sell |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q3 | $203K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $220K | Buy |
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