Texas Yale Capital Corp’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 | $1.32M | Hold |
53,900
| – | – | 0.04% | 225 |
|
|
2025
Q1 | $1.19M | Sell |
53,900
-2,190
| -4% | -$48.4K | 0.05% | 243 |
|
|
2024
Q4 | $1.3M | Sell |
56,090
-1
| -0% | -$23 | 0.05% | 226 |
|
|
2024
Q3 | $1.27M | Hold |
56,091
| – | – | 0.06% | 235 |
|
|
2024
Q2 | $1.2M | Hold |
56,091
| – | – | 0.06% | 229 |
|
|
2024
Q1 | $1.16M | Sell |
56,091
-177
| -0.3% | -$3.66K | 0.05% | 236 |
|
|
2023
Q4 | $1.06M | Sell |
56,268
-120
| -0.2% | -$2.26K | 0.05% | 242 |
|
|
2023
Q3 | $951K | Sell |
56,388
-900
| -2% | -$15.2K | 0.04% | 234 |
|
|
2023
Q2 | $1M | Sell |
57,288
-3,750
| -6% | -$65.5K | 0.05% | 248 |
|
|
2023
Q1 | $984K | Sell |
61,038
-105
| -0.2% | -$1.69K | 0.05% | 248 |
|
|
2022
Q4 | $920K | Sell |
61,143
-81
| -0.1% | -$1.22K | 0.05% | 250 |
|
|
2022
Q3 | $864K | Hold |
61,224
| – | – | 0.06% | 248 |
|
|
2022
Q2 | $911K | Buy |
61,224
+15,300
| +33% | +$228K | 0.06% | 244 |
|
|
2022
Q1 | $824K | Hold |
45,924
| – | – | 0.04% | 265 |
|
|
2021
Q4 | $871K | Hold |
45,924
| – | – | 0.04% | 263 |
|
|
2021
Q3 | $796K | Buy |
45,924
+3,600
| +9% | +$62.4K | 0.05% | 264 |
|
|
2021
Q2 | $733K | Hold |
42,324
| – | – | 0.04% | 276 |
|
|
2021
Q1 | $677K | Hold |
42,324
| – | – | 0.04% | 278 |
|
|
2020
Q4 | $642K | Hold |
42,324
| – | – | 0.04% | 283 |
|
|
2020
Q3 | $569K | Hold |
42,324
| – | – | 0.04% | 280 |
|
|
2020
Q2 | $523K | Buy |
42,324
+2,148
| +5% | +$26.5K | 0.04% | 284 |
|
|
2020
Q1 | $410K | Buy |
40,176
+20,706
| +106% | +$211K | 0.04% | 292 |
|
|
2019
Q4 | $249K | Hold |
19,470
| – | – | 0.02% | 417 |
|
|
2019
Q3 | $230K | Buy |
19,470
+1,278
| +7% | +$15.1K | 0.02% | 416 |
|
|
2019
Q2 | $213K | Sell |
18,192
-18,192
| -50% | -$213K | 0.02% | 433 |
|
|
2019
Q1 | $410K | Buy |
+36,384
| New | +$410K | 0.02% | 424 |
|
|
2017
Q4 | – | Sell |
-29,520
| Closed | -$295K | – | 450 |
|
|
2017
Q3 | $295K | Hold |
29,520
| – | – | 0.03% | 394 |
|
|
2017
Q2 | $284K | Hold |
29,520
| – | – | 0.03% | 392 |
|
|
2017
Q1 | $277K | Buy |
+29,520
| New | +$277K | 0.02% | 392 |
|