Townsend Asset 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
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.2M | Sell |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $2.14M | Sell |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $2.23M | Sell |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $2.89M | Sell |
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|
2021
Q3 | $2.64M | Buy |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | $2.28M | Sell |
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|
2020
Q4 | $2.25M | Buy |
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|
2020
Q3 | $1.97M | Sell |
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|
2020
Q2 | $1.98M | Sell |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $2.21M | Buy |
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