Ulland Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
48,603
-3,520
| -7% | -$86K | 0.91% | 27 |
|
|
2025
Q1 | $1.15M | Sell |
52,123
-1,614
| -3% | -$35.6K | 0.96% | 26 |
|
|
2024
Q4 | $1.25M | Sell |
53,737
-2,918
| -5% | -$67.7K | 0.79% | 23 |
|
|
2024
Q3 | $1.28M | Sell |
56,655
-3,171
| -5% | -$71.7K | 0.94% | 24 |
|
|
2024
Q2 | $1.28M | Sell |
59,826
-2,145
| -3% | -$45.9K | 0.89% | 25 |
|
|
2024
Q1 | $1.28M | Sell |
61,971
-2,475
| -4% | -$51.2K | 1.02% | 24 |
|
|
2023
Q4 | $1.21M | Sell |
64,446
-7,800
| -11% | -$147K | 1.22% | 20 |
|
|
2023
Q3 | $1.22M | Sell |
72,246
-213
| -0.3% | -$3.59K | 1.34% | 20 |
|
|
2023
Q2 | $1.27M | Sell |
72,459
-1,020
| -1% | -$17.8K | 1.3% | 21 |
|
|
2023
Q1 | $1.19M | Sell |
73,479
-8,049
| -10% | -$130K | 1.39% | 19 |
|
|
2022
Q4 | $1.23M | Sell |
81,528
-26,760
| -25% | -$403K | 1.47% | 20 |
|
|
2022
Q3 | $1.53M | Sell |
108,288
-3,630
| -3% | -$51.3K | 1.67% | 23 |
|
|
2022
Q2 | $1.67M | Sell |
111,918
-30,618
| -21% | -$456K | 1.71% | 21 |
|
|
2022
Q1 | $2.56M | Sell |
142,536
-13,932
| -9% | -$250K | 1.92% | 19 |
|
|
2021
Q4 | $2.97M | Buy |
+156,468
| New | +$2.97M | 1.89% | 19 |
|