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Transamerica Financial Advisors’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 | $21.2M | Buy |
868,268
+28,831
| +3% | +$705K | 1.99% | 6 |
|
|
2025
Q1 | $18.5M | Buy |
839,437
+24,102
| +3% | +$532K | 1.89% | 7 |
|
|
2024
Q4 | $18.9M | Buy |
815,335
+553,058
| +211% | +$12.8M | 1.87% | 6 |
|
|
2024
Q3 | $17.8M | Buy |
262,277
+35,934
| +16% | +$2.44M | 1.74% | 7 |
|
|
2024
Q2 | $14.5M | Hold |
226,343
| – | – | 1.55% | 10 |
|
|
2024
Q1 | $14M | Buy |
226,343
+31,055
| +16% | +$1.93M | 1.43% | 10 |
|
|
2023
Q4 | $11M | Buy |
195,288
+11,273
| +6% | +$636K | 1.52% | 14 |
|
|
2023
Q3 | $9.31M | Buy |
184,015
+43,521
| +31% | +$2.2M | 1.26% | 16 |
|
|
2023
Q2 | $7.36M | Buy |
140,494
+28,875
| +26% | +$1.51M | 0.95% | 20 |
|
|
2023
Q1 | $5.4M | Buy |
111,619
+411
| +0.4% | +$19.9K | 0.71% | 24 |
|
|
2022
Q4 | $5.02M | Buy |
111,208
+1,182
| +1% | +$53.4K | 0.72% | 28 |
|
|
2022
Q3 | $4.66M | Sell |
110,026
-3,597
| -3% | -$152K | 0.69% | 26 |
|
|
2022
Q2 | $5.08M | Buy |
+113,623
| New | +$5.08M | 0.72% | 22 |
|