Towercrest Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.8M | Sell |
2,176,358
-35,873
| -2% | -$962K | 8.69% | 2 |
|
|
2025
Q4 | $59.5M | Sell |
2,212,231
-32,753
| -1% | -$875K | 9.39% | 2 |
|
|
2025
Q3 | $59.1M | Sell |
2,244,984
-35,612
| -2% | -$904K | 9.49% | 2 |
|
|
2025
Q2 | $55.7M | Buy |
2,280,596
+74,084
| +3% | +$1.67M | 9.95% | 1 |
|
|
2025
Q1 | $48.7M | Sell |
2,206,512
-63,113
| -3% | -$1.47M | 9.26% | 1 |
|
|
2024
Q4 | $52.6M | Buy |
2,269,625
+4,211
| +0.2% | +$98.1K | 8.5% | 2 |
|
|
2024
Q3 | $51.2M | Buy |
2,265,414
+2,985
| +0.1% | +$65K | 8.26% | 2 |
|
|
2024
Q2 | $48.5M | Sell |
2,262,429
-64,809
| -3% | -$1.34M | 7.98% | 2 |
|
|
2024
Q1 | $48.1M | Sell |
2,327,238
-3,249
| -0.1% | -$64K | 8.12% | 2 |
|
|
2023
Q4 | $43.8M | Sell |
2,330,487
-9,447
| -0.4% | -$166K | 7.84% | 2 |
|
|
2023
Q3 | $39.5M | Sell |
2,339,934
-137,763
| -6% | -$2.42M | 7.68% | 2 |
|
|
2023
Q2 | $43.3M | Sell |
2,477,697
-76,848
| -3% | -$1.27M | 8.06% | 2 |
|
|
2023
Q1 | $41.2M | Buy |
2,554,545
+9,882
| +0.4% | +$156K | 8.56% | 1 |
|
|
2022
Q4 | $38.3M | Buy |
2,544,663
+20,964
| +0.8% | +$317K | 8.48% | 1 |
|
|
2022
Q3 | $35.6M | Buy |
2,523,699
+155,946
| +7% | +$2.45M | 8.34% | 1 |
|
|
2022
Q2 | $35.2M | Sell |
2,367,753
-77,163
| -3% | -$1.25M | 7.89% | 1 |
|
|
2022
Q1 | $43.9M | Sell |
2,444,916
-82,698
| -3% | -$1.46M | 8.56% | 1 |
|
|
2021
Q4 | $47.9M | Buy |
2,527,614
+6,954
| +0.3% | +$128K | 8.77% | 1 |
|
|
2021
Q3 | $43.7M | Sell |
2,520,660
-22,044
| -0.9% | -$393K | 8.28% | 1 |
|
|
2021
Q2 | $44.1M | Buy |
2,542,704
+18,042
| +0.7% | +$304K | 8.53% | 1 |
|
|
2021
Q1 | $40.4M | Buy |
2,524,662
+36,030
| +1% | +$564K | 8.65% | 1 |
|
|
2020
Q4 | $37.7M | Sell |
2,488,632
-59,274
| -2% | -$848K | 8.48% | 1 |
|
|
2020
Q3 | $34.2M | Sell |
2,547,906
-109,164
| -4% | -$1.45M | 8.41% | 1 |
|
|
2020
Q2 | $32.8M | Buy |
2,657,070
+237,522
| +10% | +$2.77M | 8.58% | 1 |
|
|
2020
Q1 | $24.7M | Sell |
2,419,548
-183,672
| -7% | -$2.23M | 7.41% | 3 |
|
|
2019
Q4 | $33.3M | Buy |
2,603,220
+50,214
| +2% | +$615K | 8.51% | 1 |
|
|
2019
Q3 | $30.2M | Buy |
2,553,006
+4,356
| +0.2% | +$51.3K | 8.37% | 1 |
|
|
2019
Q2 | $29.8M | Buy |
2,548,650
+84,474
| +3% | +$970K | 8.44% | 1 |
|
|
2019
Q1 | $27.8M | Buy |
2,464,176
+167,766
| +7% | +$1.82M | 8% | 1 |
|
|
2018
Q4 | $22.8M | Sell |
2,296,410
-21,336
| -0.9% | -$229K | 7.34% | 1 |
|
|
2018
Q3 | $26.9M | Buy |
2,317,746
+179,208
| +8% | +$2.04M | 7.94% | 1 |
|
|
2018
Q2 | $23.2M | Buy |
+2,138,538
| New | +$23.1M | 7.3% | 1 |
|
Other funds holding SCHX
HSA
MGIA
SFG
