Total Investment 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 | $186K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $305K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $54.4M | Buy |
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|
2019
Q2 | $21.2M | Buy |
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|
2019
Q1 | $19.9M | Sell |
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|
2018
Q4 | $19.4M | Buy |
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|
2018
Q3 | $20.6M | Buy |
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|
2018
Q2 | $18.7M | Buy |
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|
2018
Q1 | $18.1M | Buy |
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|
2017
Q4 | $18.1M | Sell |
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|
2017
Q3 | $17.8M | Buy |
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|
2017
Q2 | $16.3M | Sell |
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|
2017
Q1 | $15.9M | Sell |
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|
2016
Q4 | $41.2M | Buy |
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