Successful Portfolios’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 | $2.04M | Buy |
83,571
+885
| +1% | +$21.6K | 1.26% | 19 |
|
|
2025
Q1 | $1.83M | Buy |
82,686
+1,031
| +1% | +$22.8K | 1.24% | 19 |
|
|
2024
Q4 | $1.89M | Buy |
81,655
+4,540
| +6% | +$105K | 1.27% | 20 |
|
|
2024
Q3 | $1.74M | Buy |
77,115
+1,932
| +3% | +$43.7K | 1.18% | 19 |
|
|
2024
Q2 | $1.61M | Buy |
75,183
+6,054
| +9% | +$130K | 1.12% | 24 |
|
|
2024
Q1 | $1.43M | Sell |
69,129
-1,605
| -2% | -$33.2K | 0.98% | 27 |
|
|
2023
Q4 | $1.33M | Buy |
70,734
+1,173
| +2% | +$22.1K | 0.99% | 28 |
|
|
2023
Q3 | $1.17M | Sell |
69,561
-7,311
| -10% | -$123K | 1.04% | 25 |
|
|
2023
Q2 | $1.34M | Sell |
76,872
-174,372
| -69% | -$3.04M | 1.16% | 21 |
|
|
2023
Q1 | $4.05M | Buy |
251,244
+12,867
| +5% | +$207K | 2.54% | 7 |
|
|
2022
Q4 | $3.59M | Sell |
238,377
-7,968
| -3% | -$120K | 2.34% | 6 |
|
|
2022
Q3 | $3.48M | Buy |
246,345
+10,119
| +4% | +$143K | 2.52% | 7 |
|
|
2022
Q2 | $3.52M | Buy |
236,226
+3,663
| +2% | +$54.5K | 2.37% | 7 |
|
|
2022
Q1 | $4.18M | Buy |
232,563
+37,437
| +19% | +$672K | 2.38% | 6 |
|
|
2021
Q4 | $3.7M | Buy |
195,126
+11,802
| +6% | +$224K | 2.01% | 7 |
|
|
2021
Q3 | $3.18M | Sell |
183,324
-5,352
| -3% | -$92.8K | 1.9% | 7 |
|
|
2021
Q2 | $3.27M | Buy |
188,676
+44,898
| +31% | +$778K | 1.98% | 7 |
|
|
2021
Q1 | $2.3M | Buy |
143,778
+30,456
| +27% | +$487K | 1.52% | 11 |
|
|
2020
Q4 | $1.72M | Buy |
113,322
+552
| +0.5% | +$8.37K | 1.23% | 18 |
|
|
2020
Q3 | $1.52M | Buy |
112,770
+4,728
| +4% | +$63.5K | 1.21% | 16 |
|
|
2020
Q2 | $1.33M | Sell |
108,042
-43,614
| -29% | -$539K | 1.17% | 18 |
|
|
2020
Q1 | $1.55M | Buy |
151,656
+50,544
| +50% | +$516K | 1.57% | 12 |
|
|
2019
Q4 | $1.29M | Buy |
101,112
+14,220
| +16% | +$182K | 1.15% | 18 |
|
|
2019
Q3 | $1.03M | Buy |
86,892
+2,022
| +2% | +$23.9K | 0.97% | 27 |
|
|
2019
Q2 | $993K | Buy |
84,870
+648
| +0.8% | +$7.58K | 1.07% | 23 |
|
|
2019
Q1 | $949K | Buy |
84,222
+3,510
| +4% | +$39.6K | 1.04% | 25 |
|
|
2018
Q4 | $803K | Sell |
80,712
-18,978
| -19% | -$189K | 1.03% | 30 |
|
|
2018
Q3 | $1.16M | Sell |
99,690
-4,548
| -4% | -$52.7K | 1.26% | 20 |
|
|
2018
Q2 | $1.13M | Buy |
104,238
+9,714
| +10% | +$105K | 1.32% | 20 |
|
|
2018
Q1 | $994K | Buy |
94,524
+48,084
| +104% | +$506K | 1.21% | 19 |
|
|
2017
Q4 | $494K | Buy |
+46,440
| New | +$494K | 0.61% | 50 |
|