Transform Wealth’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
Q1 | $799K | Sell |
36,168
-958
| -3% | -$22.3K | 0.05% | 144 |
|
|
2024
Q4 | $861K | Buy |
37,126
+520
| +1% | +$12.1K | 0.05% | 147 |
|
|
2024
Q3 | $828K | Sell |
36,606
-3,015
| -8% | -$65.7K | 0.05% | 122 |
|
|
2024
Q2 | $851K | Buy |
39,621
+1,236
| +3% | +$25.5K | 0.06% | 127 |
|
|
2024
Q1 | $794K | Sell |
38,385
-348
| -0.9% | -$6.85K | 0.08% | 131 |
|
|
2023
Q4 | $728K | Buy |
38,733
+513
| +1% | +$9.01K | 0.07% | 146 |
|
|
2023
Q3 | $645K | Sell |
38,220
-3,018
| -7% | -$52.9K | 0.07% | 150 |
|
|
2023
Q2 | $720K | Sell |
41,238
-3,678
| -8% | -$60.7K | 0.06% | 156 |
|
|
2023
Q1 | $724K | Buy |
44,916
+21,261
| +90% | +$335K | 0.07% | 147 |
|
|
2022
Q4 | $356K | Sell |
23,655
-15,219
| -39% | -$230K | 0.04% | 172 |
|
|
2022
Q3 | $549K | Buy |
38,874
+1,497
| +4% | +$23.5K | 0.07% | 114 |
|
|
2022
Q2 | $556K | Sell |
37,377
-2,121
| -5% | -$34.4K | 0.08% | 121 |
|
|
2022
Q1 | $709K | Hold |
39,498
| – | – | 0.08% | 132 |
|
|
2021
Q4 | $749K | Sell |
39,498
-4,752
| -11% | -$87.8K | 0.08% | 132 |
|
|
2021
Q3 | $767K | Sell |
44,250
-534
| -1% | -$9.52K | 0.09% | 135 |
|
|
2021
Q2 | $776K | Sell |
44,784
-4,122
| -8% | -$69.5K | 0.09% | 142 |
|
|
2021
Q1 | $783K | Sell |
48,906
-1,332
| -3% | -$20.9K | 0.16% | 114 |
|
|
2020
Q4 | $762K | Sell |
50,238
-8,832
| -15% | -$126K | 0.16% | 118 |
|
|
2020
Q3 | $794K | Buy |
59,070
+9,546
| +19% | +$127K | 0.13% | 113 |
|
|
2020
Q2 | $612K | Sell |
49,524
-14,268
| -22% | -$166K | 0.1% | 135 |
|
|
2020
Q1 | $651K | Sell |
63,792
-1,056
| -2% | -$12.8K | 0.14% | 125 |
|
|
2019
Q4 | $830K | Sell |
64,848
-7,572
| -10% | -$92.8K | 0.13% | 128 |
|
|
2019
Q3 | $856K | Hold |
72,420
| – | – | 0.15% | 121 |
|
|
2019
Q2 | $847K | Sell |
72,420
-32,490
| -31% | -$373K | 0.12% | 147 |
|
|
2019
Q1 | $1.18M | Sell |
104,910
-270
| -0.3% | -$2.92K | 0.22% | 107 |
|
|
2018
Q4 | $1.05M | Hold |
105,180
| – | – | 0.22% | 110 |
|
|
2018
Q3 | $1.22M | Hold |
105,180
| – | – | 0.21% | 114 |
|
|
2018
Q2 | $1.14M | Hold |
105,180
| – | – | 0.21% | 124 |
|
|
2018
Q1 | $1.11M | Hold |
105,180
| – | – | 0.21% | 135 |
|
|
2017
Q4 | $1.12M | Hold |
105,180
| – | – | 0.21% | 143 |
|
|
2017
Q3 | $1.05M | Buy |
+105,180
| New | +$1.03M | 0.37% | 99 |
|
|
2017
Q2 | – | Sell |
-108,180
| Closed | -$1.01M | – | 151 |
|
|
2017
Q1 | $1.01M | Sell |
108,180
-3,630
| -3% | -$33.6K | 0.38% | 96 |
|
|
2016
Q4 | $993K | Sell |
111,810
-15,000
| -12% | -$130K | 0.39% | 86 |
|
|
2016
Q3 | $1.09M | Hold |
126,810
| – | – | 0.47% | 73 |
|
|
2016
Q2 | $1.05M | Buy |
+126,810
| New | +$1.04M | 0.44% | 77 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Transform Wealth's SCHX Position: Q1 2025 in Review
Transform Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.6% in Q1 2025, selling an estimated $22.3K and leaving 36,168 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #144.
Transform Wealth first reported a position in SCHX in Q2 2016 and has held it in 35 quarters since. The position peaked at $1.22M in Q3 2018. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.
- Transform Wealth held 36,168 shares of Schwab US Large- Cap ETF worth $799K as of Q1 2025.
- Transform Wealth sold 958 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $22.3K.
- Schwab US Large- Cap ETF made up 0.05% of Transform Wealth's portfolio in Q1 2025, its #144 holding.
- Transform Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 35 quarters since.
- Transform Wealth's Schwab US Large- Cap ETF position peaked at $1.22M in Q3 2018.
- 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.