Strategic Financial Services’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
2025
Q3
$203K Buy
2020
Q1
Sell
2019
Q4
$6.98M Sell
2019
Q3
$7M Buy
2019
Q2
$6.82M Buy
2019
Q1
$6.25M Sell
2018
Q4
$5.53M Sell
2018
Q3
$6.94M Buy
2018
Q2
$6.44M Buy
2018
Q1
Sell
2017
Q4
$6.74M Sell
2017
Q3
$6.78M Buy
2017
Q2
$6.3M Buy
2017
Q1
$5.62M Buy
2016
Q4
$4.36M Buy
2016
Q3
$1.68M Buy