Stordahl Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stordahl Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.45M	Sell	83,388 -954	-1%	-$27.2K	0.45%	20
2026 Q1	$2.16M	Sell	84,342 -2,211	-3%	-$59.3K	0.45%	20
2025 Q4	$2.33M	Sell	86,553 -18,872	-18%	-$504K	0.48%	19
2025 Q3	$2.78M	Sell	105,425 -3,262	-3%	-$82.8K	0.58%	19
2025 Q2	$2.66M	Sell	108,687 -682	-0.6%	-$15.4K	0.59%	18
2025 Q1	$2.41M	Sell	109,369 -3,089	-3%	-$71.9K	0.57%	18
2024 Q4	$2.61M	Sell	112,458 -1,125	-1%	-$26.2K	0.62%	18
2024 Q3	$2.55M	Sell	113,583 -1,503	-1%	-$32.7K	0.61%	18
2024 Q2	$2.46M	Sell	115,086 -1,803	-2%	-$37.3K	0.62%	18
2024 Q1	$2.42M	Sell	116,889 -3,471	-3%	-$68.3K	0.61%	19
2023 Q4	$2.26M	Sell	120,360 -5,217	-4%	-$91.6K	0.62%	19
2023 Q3	$2.12M	Sell	125,577 -2,388	-2%	-$41.9K	0.64%	18
2023 Q2	$2.23M	Sell	127,965 -1,050	-0.8%	-$17.3K	0.64%	18
2023 Q1	$2.08M	Sell	129,015 -405	-0.3%	-$6.37K	0.63%	19
2022 Q4	$1.95M	Hold	129,420	–	–	0.64%	20
2022 Q3	$1.83M	Sell	129,420 -645	-0.5%	-$10.1K	0.66%	19
2022 Q2	$1.94M	Sell	130,065 -2,625	-2%	-$42.5K	0.73%	18
2022 Q1	$2.38M	Sell	132,690 -2,940	-2%	-$52K	0.88%	15
2021 Q4	$2.57M	Sell	135,630 -6,444	-5%	-$119K	0.96%	15
2021 Q3	$2.46M	Sell	142,074 -2,628	-2%	-$46.9K	0.98%	16
2021 Q2	$2.51M	Sell	144,702 -2,688	-2%	-$45.4K	1.02%	16
2021 Q1	$2.36M	Sell	147,390 -50,106	-25%	-$785K	0.99%	17
2020 Q4	$2.99M	Sell	197,496 -2,124	-1%	-$30.4K	1.36%	14
2020 Q3	$2.68M	Sell	199,620 -2,070	-1%	-$27.5K	1.39%	14
2020 Q2	$2.49M	Sell	201,690 -4,116	-2%	-$48K	1.38%	13
2020 Q1	$2.02M	Sell	205,806 -27,762	-12%	-$337K	1.25%	15
2019 Q4	$2.99M	Buy	233,568 +378	+0.2%	+$4.63K	1.21%	18
2019 Q3	$2.76M	Buy	233,190 +2,826	+1%	+$33.3K	1.1%	18
2019 Q2	$2.75M	Sell	230,364 -3,180	-1%	-$36.5K	1.07%	18
2019 Q1	$2.7M	Buy	233,544 +35,040	+18%	+$380K	1.1%	18
2018 Q4	$1.98M	Buy	+198,504	New	+$2.13M	0.97%	19