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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$48.9M	Sell	2,002,549 -47,572	-2%	-$1.16M	0.39%	54
2025 Q1	$45.3M	Sell	2,050,121 -60,338	-3%	-$1.33M	0.39%	53
2024 Q4	$48.9M	Sell	2,110,459 -71,654	-3%	-$1.66M	0.41%	55
2024 Q3	$49.4M	Sell	2,182,113 -94,569	-4%	-$2.14M	0.41%	57
2024 Q2	$48.8M	Sell	2,276,682 -164,400	-7%	-$3.52M	0.42%	54
2024 Q1	$50.5M	Sell	2,441,082 -216,462	-8%	-$4.48M	0.42%	52
2023 Q4	$50M	Sell	2,657,544 -1,117,989	-30%	-$21M	0.41%	52
2023 Q3	$63.7M	Sell	3,775,533 -205,578	-5%	-$3.47M	0.42%	49
2023 Q2	$69.5M	Sell	3,981,111 -214,515	-5%	-$3.74M	0.38%	49
2023 Q1	$67.6M	Sell	4,195,626 -137,232	-3%	-$2.21M	0.38%	50
2022 Q4	$65.2M	Sell	4,332,858 -181,788	-4%	-$2.74M	0.37%	55
2022 Q3	$63.7M	Sell	4,514,646 -111,519	-2%	-$1.57M	0.38%	51
2022 Q2	$68.9M	Sell	4,626,165 -108,435	-2%	-$1.61M	0.38%	49
2022 Q1	$85M	Sell	4,734,600 -95,976	-2%	-$1.72M	0.41%	43
2021 Q4	$91.6M	Sell	4,830,576 -145,944	-3%	-$2.77M	0.42%	44
2021 Q3	$86.3M	Sell	4,976,520 -82,410	-2%	-$1.43M	0.43%	43
2021 Q2	$87.7M	Buy	5,058,930 +309,672	+7%	+$5.37M	0.44%	45
2021 Q1	$76M	Sell	4,749,258 -68,196	-1%	-$1.09M	0.42%	50
2020 Q4	$73M	Sell	4,817,454 -259,068	-5%	-$3.93M	0.44%	47
2020 Q3	$68.2M	Sell	5,076,522 -101,028	-2%	-$1.36M	0.45%	46
2020 Q2	$63.9M	Sell	5,177,550 -150,822	-3%	-$1.86M	0.47%	47
2020 Q1	$54.4M	Buy	5,328,372 +488,922	+10%	+$4.99M	0.45%	48
2019 Q4	$62M	Sell	4,839,450 -57,624	-1%	-$738K	0.4%	48
2019 Q3	$57.9M	Sell	4,897,074 -690	-0%	-$8.16K	0.4%	47
2019 Q2	$57.3M	Sell	4,897,764 -17,316	-0.4%	-$203K	0.37%	55
2019 Q1	$55.4M	Buy	4,915,080 +24,456	+0.5%	+$276K	0.39%	52
2018 Q4	$48.7M	Sell	4,890,624 -177,972	-4%	-$1.77M	0.39%	56
2018 Q3	$58.8M	Buy	5,068,596 +159,906	+3%	+$1.85M	0.41%	51
2018 Q2	$53.2M	Sell	4,908,690 -18,486	-0.4%	-$200K	0.4%	47
2018 Q1	$51.8M	Sell	4,927,176 -153,480	-3%	-$1.61M	0.4%	53
2017 Q4	$54M	Sell	5,080,656 -61,872	-1%	-$658K	0.43%	44
2017 Q3	$51.5M	Buy	5,142,528 +1,000,038	+24%	+$10M	0.44%	44
2017 Q2	$39.9M	Buy	4,142,490 +94,116	+2%	+$906K	0.36%	57
2017 Q1	$38M	Sell	4,048,374 -191,568	-5%	-$1.8M	0.35%	61
2016 Q4	$37.6M	Sell	4,239,942 -58,740	-1%	-$521K	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%	+$2.08M	0.35%	52
2016 Q1	$31.3M	Buy	3,841,614 +1,147,218	+43%	+$9.34M	0.34%	53
2015 Q4	$21.8M	Buy	2,694,396 +645,480	+32%	+$5.23M	0.25%	79
2015 Q3	$15.6M	Buy	2,048,916 +727,716	+55%	+$5.55M	0.19%	102
2015 Q2	$10.9M	Buy	1,321,200 +306,534	+30%	+$2.52M	0.13%	195
2015 Q1	$8.45M	Buy	1,014,666 +401,208	+65%	+$3.34M	0.1%	249
2014 Q4	$5.02M	Buy	613,458 +381,954	+165%	+$3.12M	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%	+$127K	0.01%	642
2014 Q1	$512K	Sell	68,682 -1,620	-2%	-$12.1K	0.01%	631
2013 Q4	$516K	Buy	70,302 +11,292	+19%	+$82.9K	0.02%	430
2013 Q3	$395K	Sell	59,010 -76,584	-56%	-$513K	0.01%	500
2013 Q2	$863K	Buy	+135,594	New	+$863K	0.02%	426