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Summit Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summit Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$867K Hold
35,475
– – 0.14% 75
2025
Q1 		$783K Hold
35,475
– – 0.14% 78
2024
Q4 		$822K Buy
35,475
+23,650
+200% +$548K 0.14% 77
2024
Q3 		$802K Hold
11,825
– – 0.15% 73
2024
Q2 		$760K Sell
11,825
-400
-3% -$25.7K 0.16% 70
2024
Q1 		$759K Hold
12,225
– – 0.16% 65
2023
Q4 		$689K Hold
12,225
– – 0.17% 67
2023
Q3 		$619K Sell
12,225
-515
-4% -$26.1K 0.17% 69
2023
Q2 		$667K Hold
12,740
– – 0.18% 64
2023
Q1 		$616K Sell
12,740
-1,284
-9% -$62.1K 0.17% 69
2022
Q4 		$633K Hold
14,024
– – 0.18% 66
2022
Q3 		$594K Hold
14,024
– – 0.19% 66
2022
Q2 		$626K Sell
14,024
-1,220
-8% -$54.5K 0.19% 68
2022
Q1 		$821K Buy
15,244
+7,168
+89% +$386K 0.24% 61
2021
Q4 		$919K Sell
8,076
-1,205
-13% -$137K 0.26% 57
2021
Q3 		$966K Sell
9,281
-332
-3% -$34.6K 0.3% 49
2021
Q2 		$999K Buy
9,613
+310
+3% +$32.2K 0.31% 43
2021
Q1 		$893K Hold
9,303
– – 0.3% 46
2020
Q4 		$846K Sell
9,303
-170
-2% -$15.5K 0.31% 46
2020
Q3 		$764K Sell
9,473
-130
-1% -$10.5K 0.32% 46
2020
Q2 		$712K Sell
9,603
-1,140
-11% -$84.5K 0.32% 43
2020
Q1 		$658K Hold
10,743
– – 0.35% 44
2019
Q4 		$825K Hold
10,743
– – 0.35% 39
2019
Q3 		$762K Hold
10,743
– – 0.35% 40
2019
Q2 		$754K Hold
10,743
– – 0.36% 42
2019
Q1 		$726K Hold
10,743
– – 0.36% 45
2018
Q4 		$641K Sell
10,743
-1,321
-11% -$78.8K 0.36% 41
2018
Q3 		$839K Hold
12,064
– – 0.39% 39
2018
Q2 		$784K Hold
12,064
– – 0.37% 38
2018
Q1 		$761K Hold
12,064
– – 0.36% 40
2017
Q4 		$769K Sell
12,064
-82
-0.7% -$5.23K 0.37% 39
2017
Q3 		$729K Hold
12,146
– – 0.37% 42
2017
Q2 		$702K Hold
12,146
– – 0.37% 43
2017
Q1 		$683K Hold
12,146
– – 0.4% 42
2016
Q4 		$647K Buy
12,146
+555
+5% +$29.6K 0.4% 45
2016
Q3 		$598K Hold
11,591
– – 0.37% 44
2016
Q2 		$577K Hold
11,591
– – 0.37% 44
2016
Q1 		$566K Hold
11,591
– – 0.37% 42
2015
Q4 		$563K Sell
11,591
-216
-2% -$10.5K 0.38% 43
2015
Q3 		$540K Buy
11,807
+12
+0.1% +$549 0.39% 45
2015
Q2 		$582K Hold
11,795
– – 0.4% 47
2015
Q1 		$585K Hold
11,795
– – 0.41% 40
2014
Q4 		$579K Hold
11,795
– – 0.42% 41
2014
Q3 		$554K Hold
11,795
– – 0.42% 38
2014
Q2 		$552K Hold
11,795
– – 0.42% 38
2014
Q1 		$527K Hold
11,795
– – 0.42% 38
2013
Q4 		$520K Hold
11,795
– – 0.41% 35
2013
Q3 		$474K Hold
11,795
– – 0.42% 37
2013
Q2 		$450K Buy
+11,795
New +$450K 0.44% 33