Strategic Wealth Partners’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 | $284K | Buy |
+11,616
| New | +$284K | 0.02% | 278 |
|
|
2024
Q4 | $281K | Buy |
11,616
+408
| +4% | +$9.87K | 0.02% | 271 |
|
|
2024
Q3 | $253K | Hold |
11,208
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $240K | Hold |
11,208
| – | – | 0.03% | 267 |
|
|
2024
Q1 | $232K | Hold |
11,208
| – | – | 0.03% | 256 |
|
|
2023
Q4 | $211K | Buy |
+11,208
| New | +$211K | 0.03% | 265 |
|
|
2023
Q3 | – | Sell |
-11,574
| Closed | -$202K | – | 295 |
|
|
2023
Q2 | $202K | Buy |
+11,574
| New | +$202K | 0.03% | 276 |
|
|
2023
Q1 | – | Sell |
-34,614
| Closed | -$521K | – | 275 |
|
|
2022
Q4 | $521K | Hold |
34,614
| – | – | 0.1% | 169 |
|
|
2022
Q3 | $489K | Hold |
34,614
| – | – | 0.1% | 176 |
|
|
2022
Q2 | $515K | Hold |
34,614
| – | – | 0.11% | 158 |
|
|
2022
Q1 | $621K | Hold |
34,614
| – | – | 0.12% | 164 |
|
|
2021
Q4 | $657K | Hold |
34,614
| – | – | 0.12% | 175 |
|
|
2021
Q3 | $600K | Buy |
+34,614
| New | +$600K | 0.18% | 155 |
|
|
2019
Q4 | – | Sell |
-11,208
| Closed | -$130 | – | 434 |
|
|
2019
Q3 | $130 | Sell |
11,208
-48
| -0.4% | -$1 | ﹤0.01% | 257 |
|
|
2019
Q2 | $131K | Buy |
11,256
+48
| +0.4% | +$559 | 0.06% | 157 |
|
|
2019
Q1 | $128K | Hold |
11,208
| – | – | 0.06% | 163 |
|
|
2018
Q4 | $119K | Hold |
11,208
| – | – | 0.06% | 158 |
|
|
2018
Q3 | $130K | Hold |
11,208
| – | – | 0.07% | 159 |
|
|
2018
Q2 | $121K | Hold |
11,208
| – | – | 0.07% | 176 |
|
|
2018
Q1 | $118K | Hold |
11,208
| – | – | 0.06% | 178 |
|
|
2017
Q4 | $116K | Buy |
+11,208
| New | +$116K | 0.06% | 168 |
|