Summit Financial Strategies’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 | $3.87M | Sell |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $3.68M | Sell |
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|
2024
Q3 | $3.63M | Sell |
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $3.64M | Sell |
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|
2023
Q4 | $3.34M | Sell |
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|
2023
Q3 | $3M | Sell |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $3.04M | Hold |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $2.74M | Hold |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.58M | Buy |
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|
2021
Q4 | $3.71M | Hold |
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|
2021
Q3 | $3.39M | Sell |
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|
2021
Q2 | $3.41M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $2.1M | Hold |
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|
2020
Q2 | $1.93M | Buy |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $920K | Buy |
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|
2019
Q3 | $565K | Hold |
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|
2019
Q2 | $559K | Sell |
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|
2019
Q1 | $578K | Sell |
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|
2018
Q4 | $1.14M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $651K | Buy |
|