Strategic Family Wealth Counselors’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 | $10.6M | Buy |
435,237
+1,268
| +0.3% | +$31K | 3.03% | 7 |
|
|
2025
Q1 | $9.58M | Buy |
433,969
+155
| +0% | +$3.42K | 3.12% | 6 |
|
|
2024
Q4 | $10.1M | Sell |
433,814
-4,729
| -1% | -$110K | 3.27% | 6 |
|
|
2024
Q3 | $9.92M | Sell |
438,543
-7,386
| -2% | -$167K | 3.47% | 5 |
|
|
2024
Q2 | $9.55M | Buy |
445,929
+948
| +0.2% | +$20.3K | 3.63% | 4 |
|
|
2024
Q1 | $9.21M | Buy |
444,981
+5,982
| +1% | +$124K | 3.64% | 5 |
|
|
2023
Q4 | $8.25M | Buy |
438,999
+2,046
| +0.5% | +$38.5K | 3.46% | 4 |
|
|
2023
Q3 | $7.37M | Buy |
436,953
+93
| +0% | +$1.57K | 3.54% | 5 |
|
|
2023
Q2 | $7.63M | Sell |
436,860
-1,356
| -0.3% | -$23.7K | 3.51% | 5 |
|
|
2023
Q1 | $7.07M | Buy |
438,216
+14,085
| +3% | +$227K | 3.35% | 6 |
|
|
2022
Q4 | $6.38M | Sell |
424,131
-65,109
| -13% | -$980K | 3.16% | 8 |
|
|
2022
Q3 | $6.91M | Buy |
489,240
+204
| +0% | +$2.88K | 3.39% | 7 |
|
|
2022
Q2 | $7.28M | Buy |
489,036
+9,864
| +2% | +$147K | 3.49% | 7 |
|
|
2022
Q1 | $8.6M | Buy |
479,172
+31,272
| +7% | +$561K | 3.47% | 8 |
|
|
2021
Q4 | $8.5M | Buy |
447,900
+60
| +0% | +$1.14K | 2.72% | 7 |
|
|
2021
Q3 | $7.77M | Buy |
447,840
+28,860
| +7% | +$500K | 2.66% | 7 |
|
|
2021
Q2 | $7.26M | Buy |
418,980
+27,060
| +7% | +$469K | 2.37% | 9 |
|
|
2021
Q1 | $6.27M | Buy |
391,920
+714
| +0.2% | +$11.4K | 2.37% | 9 |
|
|
2020
Q4 | $5.93M | Sell |
391,206
-336
| -0.1% | -$5.09K | 3.06% | 7 |
|
|
2020
Q3 | $5.26M | Buy |
391,542
+5,754
| +1% | +$77.3K | 2.95% | 8 |
|
|
2020
Q2 | $4.77M | Sell |
385,788
-4,530
| -1% | -$56K | 3% | 9 |
|
|
2020
Q1 | $3.98M | Sell |
390,318
-50,340
| -11% | -$514K | 2.98% | 9 |
|
|
2019
Q4 | $5.64M | Buy |
440,658
+3,690
| +0.8% | +$47.2K | 4.56% | 6 |
|
|
2019
Q3 | $5.17M | Buy |
436,968
+1,518
| +0.3% | +$17.9K | 3.91% | 7 |
|
|
2019
Q2 | $5.09M | Buy |
435,450
+14,244
| +3% | +$167K | 3.94% | 7 |
|
|
2019
Q1 | $4.75M | Buy |
421,206
+58,392
| +16% | +$658K | 3.84% | 7 |
|
|
2018
Q4 | $3.61M | Buy |
+362,814
| New | +$3.61M | 4.09% | 7 |
|