Strategic Equity Management’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 | $18.4M | Sell |
751,290
-822,611
| -52% | -$20.1M | 6.76% | 4 |
|
|
2025
Q1 | $34.8M | Sell |
1,573,901
-4,519
| -0.3% | -$99.8K | 14.61% | 1 |
|
|
2024
Q4 | $36.6M | Buy |
1,578,420
+5,475
| +0.3% | +$127K | 15.41% | 1 |
|
|
2024
Q3 | $35.6M | Buy |
1,572,945
+354,957
| +29% | +$8.03M | 16.87% | 1 |
|
|
2024
Q2 | $26.1M | Buy |
1,217,988
+195,693
| +19% | +$4.19M | 17% | 1 |
|
|
2024
Q1 | $21.1M | Buy |
1,022,295
+207,966
| +26% | +$4.3M | 17.67% | 1 |
|
|
2023
Q4 | $15.3M | Buy |
+814,329
| New | +$15.3M | 17.24% | 2 |
|