SWS Partners’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
Q3 | $7.97M | Sell |
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|
2025
Q2 | $7.54M | Buy |
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|
2025
Q1 | $6.73M | Sell |
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|
2024
Q4 | $7.2M | Sell |
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|
2024
Q3 | $9.86M | Sell |
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|
2024
Q2 | $9.57M | Sell |
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|
2024
Q1 | $12.2M | Sell |
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|
2023
Q4 | $11.2M | Buy |
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|
2023
Q3 | $9.98M | Buy |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $9.63M | Sell |
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|
2022
Q4 | $9.08M | Buy |
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|
2022
Q3 | $8.03M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10.9M | Sell |
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|
2020
Q3 | $10.1M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7.82M | Buy |
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|
2019
Q3 | $10.2M | Buy |
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|
2019
Q2 | $9.61M | Buy |
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|
2018
Q4 | $8.94M | Buy |
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|
2018
Q3 | $10.3M | Sell |
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|
2018
Q2 | $10M | Sell |
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|
2018
Q1 | $10.2M | Buy |
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|
2017
Q4 | $10.3M | Buy |
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