SCM
Stordahl Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
108,687
-682
| -0.6% | -$16.7K | 0.59% | 18 |
|
|
2025
Q1 | $2.41M | Sell |
109,369
-3,089
| -3% | -$68.2K | 0.57% | 18 |
|
|
2024
Q4 | $2.61M | Buy |
112,458
+74,597
| +197% | +$1.73M | 0.62% | 18 |
|
|
2024
Q3 | $2.55M | Sell |
37,861
-501
| -1% | -$33.7K | 0.61% | 18 |
|
|
2024
Q2 | $2.46M | Sell |
38,362
-601
| -2% | -$38.6K | 0.62% | 18 |
|
|
2024
Q1 | $2.42M | Sell |
38,963
-1,157
| -3% | -$71.8K | 0.61% | 19 |
|
|
2023
Q4 | $2.26M | Sell |
40,120
-1,739
| -4% | -$98.1K | 0.62% | 19 |
|
|
2023
Q3 | $2.12M | Sell |
41,859
-796
| -2% | -$40.3K | 0.64% | 18 |
|
|
2023
Q2 | $2.23M | Sell |
42,655
-350
| -0.8% | -$18.3K | 0.64% | 18 |
|
|
2023
Q1 | $2.08M | Sell |
43,005
-135
| -0.3% | -$6.53K | 0.63% | 19 |
|
|
2022
Q4 | $1.95M | Hold |
43,140
| – | – | 0.64% | 20 |
|
|
2022
Q3 | $1.83M | Sell |
43,140
-215
| -0.5% | -$9.11K | 0.66% | 19 |
|
|
2022
Q2 | $1.94M | Sell |
43,355
-875
| -2% | -$39.1K | 0.73% | 18 |
|
|
2022
Q1 | $2.38M | Buy |
44,230
+21,625
| +96% | +$1.16M | 0.88% | 15 |
|
|
2021
Q4 | $2.57M | Sell |
22,605
-1,074
| -5% | -$122K | 0.96% | 15 |
|
|
2021
Q3 | $2.46M | Sell |
23,679
-438
| -2% | -$45.6K | 0.98% | 16 |
|
|
2021
Q2 | $2.51M | Sell |
24,117
-448
| -2% | -$46.6K | 1.02% | 16 |
|
|
2021
Q1 | $2.36M | Sell |
24,565
-8,351
| -25% | -$802K | 0.99% | 17 |
|
|
2020
Q4 | $2.99M | Sell |
32,916
-354
| -1% | -$32.2K | 1.36% | 14 |
|
|
2020
Q3 | $2.68M | Sell |
33,270
-345
| -1% | -$27.8K | 1.39% | 14 |
|
|
2020
Q2 | $2.49M | Sell |
33,615
-686
| -2% | -$50.8K | 1.38% | 13 |
|
|
2020
Q1 | $2.02M | Sell |
34,301
-4,627
| -12% | -$272K | 1.25% | 15 |
|
|
2019
Q4 | $2.99M | Buy |
38,928
+63
| +0.2% | +$4.84K | 1.21% | 18 |
|
|
2019
Q3 | $2.76M | Buy |
38,865
+471
| +1% | +$33.4K | 1.1% | 18 |
|
|
2019
Q2 | $2.75M | Sell |
38,394
-530
| -1% | -$38K | 1.07% | 18 |
|
|
2019
Q1 | $2.7M | Buy |
38,924
+5,840
| +18% | +$405K | 1.1% | 18 |
|
|
2018
Q4 | $1.98M | Buy |
+33,084
| New | +$1.98M | 0.97% | 19 |
|