United Capital Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

United Capital Financial Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47.8M	Sell	1,861,938 -42,050	-2%	-$1.13M	0.29%	66
2025 Q4	$51.2M	Sell	1,903,988 -33,734	-2%	-$901K	0.31%	62
2025 Q3	$51M	Sell	1,937,722 -64,827	-3%	-$1.65M	0.37%	58
2025 Q2	$48.9M	Sell	2,002,549 -47,572	-2%	-$1.08M	0.4%	54
2025 Q1	$45.3M	Sell	2,050,121 -60,338	-3%	-$1.4M	0.39%	53
2024 Q4	$48.9M	Sell	2,110,459 -71,654	-3%	-$1.67M	0.41%	55
2024 Q3	$49.4M	Sell	2,182,113 -94,569	-4%	-$2.06M	0.41%	57
2024 Q2	$48.8M	Sell	2,276,682 -164,400	-7%	-$3.4M	0.42%	54
2024 Q1	$50.5M	Sell	2,441,082 -216,462	-8%	-$4.26M	0.42%	52
2023 Q4	$50M	Sell	2,657,544 -1,117,989	-30%	-$19.6M	0.41%	52
2023 Q3	$63.7M	Sell	3,775,533 -205,578	-5%	-$3.61M	0.42%	49
2023 Q2	$69.5M	Sell	3,981,111 -214,515	-5%	-$3.54M	0.38%	49
2023 Q1	$67.6M	Sell	4,195,626 -137,232	-3%	-$2.16M	0.38%	50
2022 Q4	$65.2M	Sell	4,332,858 -181,788	-4%	-$2.75M	0.37%	55
2022 Q3	$63.7M	Sell	4,514,646 -111,519	-2%	-$1.75M	0.38%	51
2022 Q2	$68.9M	Sell	4,626,165 -108,435	-2%	-$1.76M	0.38%	49
2022 Q1	$85M	Sell	4,734,600 -95,976	-2%	-$1.7M	0.41%	43
2021 Q4	$91.6M	Sell	4,830,576 -145,944	-3%	-$2.7M	0.42%	44
2021 Q3	$86.3M	Sell	4,976,520 -82,410	-2%	-$1.47M	0.43%	43
2021 Q2	$87.7M	Buy	5,058,930 +309,672	+7%	+$5.22M	0.44%	45
2021 Q1	$76M	Sell	4,749,258 -68,196	-1%	-$1.07M	0.42%	50
2020 Q4	$73M	Sell	4,817,454 -259,068	-5%	-$3.71M	0.44%	47
2020 Q3	$68.2M	Sell	5,076,522 -101,028	-2%	-$1.34M	0.45%	46
2020 Q2	$63.9M	Sell	5,177,550 -150,822	-3%	-$1.76M	0.47%	47
2020 Q1	$54.4M	Buy	5,328,372 +488,922	+10%	+$5.94M	0.45%	48
2019 Q4	$62M	Sell	4,839,450 -57,624	-1%	-$706K	0.4%	48
2019 Q3	$57.9M	Sell	4,897,074 -690	-0%	-$8.13K	0.41%	47
2019 Q2	$57.3M	Sell	4,897,764 -17,316	-0.4%	-$199K	0.38%	55
2019 Q1	$55.4M	Buy	4,915,080 +24,456	+0.5%	+$265K	0.39%	52
2018 Q4	$48.7M	Sell	4,890,624 -177,972	-4%	-$1.91M	0.39%	56
2018 Q3	$58.8M	Buy	5,068,596 +159,906	+3%	+$1.82M	0.41%	51
2018 Q2	$53.2M	Sell	4,908,690 -18,486	-0.4%	-$199K	0.4%	47
2018 Q1	$51.8M	Sell	4,927,176 -153,480	-3%	-$1.67M	0.4%	53
2017 Q4	$54M	Sell	5,080,656 -61,872	-1%	-$641K	0.43%	44
2017 Q3	$51.5M	Buy	5,142,528 +1,000,038	+24%	+$9.82M	0.44%	44
2017 Q2	$39.9M	Buy	4,142,490 +94,116	+2%	+$898K	0.36%	57
2017 Q1	$38M	Sell	4,048,374 -191,568	-5%	-$1.77M	0.35%	61
2016 Q4	$37.6M	Sell	4,239,942 -58,740	-1%	-$510K	0.37%	54
2016 Q3	$37M	Buy	4,298,682 +207,204	+5%	+$1.78M	0.36%	56
2016 Q2	$34.1M	Buy	4,091,478 +249,864	+7%	+$2.05M	0.35%	52
2016 Q1	$31.3M	Buy	3,841,614 +1,147,218	+43%	+$8.86M	0.34%	53
2015 Q4	$21.8M	Buy	2,694,396 +645,480	+32%	+$5.26M	0.25%	79
2015 Q3	$15.6M	Buy	2,048,916 +727,716	+55%	+$5.89M	0.19%	102
2015 Q2	$10.9M	Buy	1,321,200 +306,534	+30%	+$2.57M	0.13%	195
2015 Q1	$8.45M	Buy	1,014,666 +401,208	+65%	+$3.3M	0.1%	249
2014 Q4	$5.01M	Buy	613,458 +381,954	+165%	+$3.05M	0.08%	255
2014 Q3	$1.81M	Buy	231,504 +146,598	+173%	+$1.15M	0.03%	458
2014 Q2	$663K	Buy	84,906 +16,224	+24%	+$123K	0.01%	642
2014 Q1	$512K	Sell	68,682 -1,620	-2%	-$11.9K	0.01%	631
2013 Q4	$516K	Buy	70,302 +11,292	+19%	+$79.6K	0.02%	430
2013 Q3	$395K	Sell	59,010 -76,584	-56%	-$511K	0.01%	500
2013 Q2	$863K	Buy	+135,594	New	+$868K	0.02%	426