Tradewinds 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74M | Sell |
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|
2025
Q1 | $23.1M | Sell |
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|
2024
Q4 | $35.6M | Buy |
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|
2024
Q3 | $4.19M | Sell |
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|
2024
Q2 | $31.1M | Buy |
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|
2024
Q1 | $964K | Sell |
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|
2023
Q4 | $29.9M | Buy |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $29.9M | Buy |
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|
2021
Q4 | $29.1M | Buy |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $246K | Sell |
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|
2020
Q3 | $3.02M | Buy |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $24.7M | Buy |
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|
2019
Q3 | $8.58M | Sell |
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|
2019
Q2 | $14.1M | Buy |
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|
2019
Q1 | $212K | Sell |
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|
2018
Q4 | $11.9M | Buy |
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|
2018
Q3 | $1.6M | Buy |
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|
2018
Q2 | $288K | Sell |
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|
2018
Q1 | $12.2M | Buy |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $329K | Sell |
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|
2017
Q2 | $9.66M | Buy |
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|
2017
Q1 | $195K | Buy |
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|
2016
Q4 | $171K | Buy |
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|
2016
Q3 | $157K | Buy |
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|
2016
Q2 | $146K | Buy |
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|
2016
Q1 | $143K | Buy |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q3 | $10K | Sell |
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|
2015
Q2 | $14K | Buy |
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|
2015
Q1 | $9K | Buy |
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|
2014
Q4 | $9K | Buy |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $8K | Buy |
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|
2014
Q1 | $8K | Buy |
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