TIM
Total Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
+7,622
| New | +$186K | 0.03% | 82 |
|
|
2025
Q1 | – | Sell |
-13,510
| Closed | -$313K | – | 80 |
|
|
2024
Q4 | $313K | Buy |
13,510
+9,016
| +201% | +$209K | 0.04% | 54 |
|
|
2024
Q3 | $305K | Buy |
+4,494
| New | +$305K | 0.03% | 50 |
|
|
2021
Q2 | – | Sell |
-24,155
| Closed | -$1.48M | – | 73 |
|
|
2021
Q1 | $1.48M | Buy |
+24,155
| New | +$1.48M | 0.42% | 20 |
|
|
2020
Q2 | – | Sell |
-24,155
| Closed | -$1.48M | – | 59 |
|
|
2020
Q1 | $1.48M | Sell |
24,155
-1,781
| -7% | -$109K | 0.42% | 20 |
|
|
2019
Q4 | $1.99M | Sell |
25,936
-741,094
| -97% | -$56.9M | 0.38% | 19 |
|
|
2019
Q3 | $54.4M | Buy |
767,030
+459,258
| +149% | +$32.6M | 11.03% | 2 |
|
|
2019
Q2 | $21.2M | Buy |
307,772
+11,844
| +4% | +$816K | 4.83% | 9 |
|
|
2019
Q1 | $19.9M | Sell |
295,928
-2,134
| -0.7% | -$143K | 4.78% | 9 |
|
|
2018
Q4 | $19.4M | Buy |
298,062
+1,995
| +0.7% | +$130K | 6.15% | 7 |
|
|
2018
Q3 | $20.6M | Buy |
296,067
+8,074
| +3% | +$562K | 4.55% | 9 |
|
|
2018
Q2 | $18.7M | Buy |
287,993
+1,266
| +0.4% | +$82.3K | 4.32% | 9 |
|
|
2018
Q1 | $18.1M | Buy |
286,727
+2,303
| +0.8% | +$145K | 4.52% | 10 |
|
|
2017
Q4 | $18.1M | Sell |
284,424
-12,623
| -4% | -$805K | 5.35% | 8 |
|
|
2017
Q3 | $17.8M | Buy |
297,047
+15,266
| +5% | +$917K | 6.15% | 7 |
|
|
2017
Q2 | $16.3M | Sell |
281,781
-1,483
| -0.5% | -$85.7K | 5.38% | 8 |
|
|
2017
Q1 | $15.9M | Sell |
283,264
-491,217
| -63% | -$27.6M | 5.34% | 8 |
|
|
2016
Q4 | $41.2M | Buy |
+774,481
| New | +$41.2M | 13.44% | 2 |
|