Summit Asset Management’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
Q2 | $867K | Hold |
|
|||||
|
2025
Q1 | $783K | Hold |
|
|||||
|
2024
Q4 | $822K | Hold |
|
|||||
|
2024
Q3 | $802K | Hold |
|
|||||
|
2024
Q2 | $760K | Sell |
|
|||||
|
2024
Q1 | $759K | Hold |
|
|||||
|
2023
Q4 | $689K | Hold |
|
|||||
|
2023
Q3 | $619K | Sell |
|
|||||
|
2023
Q2 | $667K | Hold |
|
|||||
|
2023
Q1 | $616K | Sell |
|
|||||
|
2022
Q4 | $633K | Hold |
|
|||||
|
2022
Q3 | $594K | Hold |
|
|||||
|
2022
Q2 | $626K | Sell |
|
|||||
|
2022
Q1 | $821K | Sell |
|
|||||
|
2021
Q4 | $919K | Sell |
|
|||||
|
2021
Q3 | $966K | Sell |
|
|||||
|
2021
Q2 | $999K | Buy |
|
|||||
|
2021
Q1 | $893K | Hold |
|
|||||
|
2020
Q4 | $846K | Sell |
|
|||||
|
2020
Q3 | $764K | Sell |
|
|||||
|
2020
Q2 | $712K | Sell |
|
|||||
|
2020
Q1 | $658K | Hold |
|
|||||
|
2019
Q4 | $825K | Hold |
|
|||||
|
2019
Q3 | $762K | Hold |
|
|||||
|
2019
Q2 | $754K | Hold |
|
|||||
|
2019
Q1 | $726K | Hold |
|
|||||
|
2018
Q4 | $641K | Sell |
|
|||||
|
2018
Q3 | $839K | Hold |
|
|||||
|
2018
Q2 | $784K | Hold |
|
|||||
|
2018
Q1 | $761K | Hold |
|
|||||
|
2017
Q4 | $769K | Sell |
|
|||||
|
2017
Q3 | $729K | Hold |
|
|||||
|
2017
Q2 | $702K | Hold |
|
|||||
|
2017
Q1 | $683K | Hold |
|
|||||
|
2016
Q4 | $647K | Buy |
|
|||||
|
2016
Q3 | $598K | Hold |
|
|||||
|
2016
Q2 | $577K | Hold |
|
|||||
|
2016
Q1 | $566K | Hold |
|
|||||
|
2015
Q4 | $563K | Sell |
|
|||||
|
2015
Q3 | $540K | Buy |
|
|||||
|
2015
Q2 | $582K | Hold |
|
|||||
|
2015
Q1 | $585K | Hold |
|
|||||
|
2014
Q4 | $579K | Hold |
|
|||||
|
2014
Q3 | $554K | Hold |
|
|||||
|
2014
Q2 | $552K | Hold |
|
|||||
|
2014
Q1 | $527K | Hold |
|
|||||
|
2013
Q4 | $520K | Hold |
|
|||||
|
2013
Q3 | $474K | Hold |
|
|||||
|
2013
Q2 | $450K | Buy |
|