Valley Forge Investment Consultants’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 | $23.6M | Buy |
963,847
+58,632
| +6% | +$1.43M | 7.55% | 3 |
|
|
2025
Q1 | $20M | Sell |
905,215
-90,142
| -9% | -$1.99M | 7.11% | 3 |
|
|
2024
Q4 | $23.1M | Sell |
995,357
-27,697
| -3% | -$642K | 7.92% | 3 |
|
|
2024
Q3 | $23.1M | Buy |
1,023,054
+18,843
| +2% | +$426K | 8.07% | 3 |
|
|
2024
Q2 | $21.5M | Buy |
1,004,211
+13,377
| +1% | +$286K | 8.14% | 3 |
|
|
2024
Q1 | $20.5M | Sell |
990,834
-39,777
| -4% | -$823K | 8% | 3 |
|
|
2023
Q4 | $19.4M | Sell |
1,030,611
-188,202
| -15% | -$3.54M | 8.62% | 3 |
|
|
2023
Q3 | $20.6M | Buy |
1,218,813
+34,305
| +3% | +$579K | 9.37% | 3 |
|
|
2023
Q2 | $20.7M | Buy |
1,184,508
+1,497
| +0.1% | +$26.1K | 10.17% | 3 |
|
|
2023
Q1 | $19.1M | Buy |
1,183,011
+8,763
| +0.7% | +$141K | 9.88% | 3 |
|
|
2022
Q4 | $17.7M | Buy |
1,174,248
+117,438
| +11% | +$1.77M | 9.32% | 3 |
|
|
2022
Q3 | $14.9M | Sell |
1,056,810
-16,230
| -2% | -$229K | 8.2% | 3 |
|
|
2022
Q2 | $16M | Buy |
1,073,040
+12,276
| +1% | +$183K | 7.97% | 3 |
|
|
2022
Q1 | $19M | Buy |
1,060,764
+150,750
| +17% | +$2.71M | 7.85% | 3 |
|
|
2021
Q4 | $17.3M | Buy |
910,014
+10,458
| +1% | +$198K | 7.64% | 3 |
|
|
2021
Q3 | $15.6M | Buy |
899,556
+83,154
| +10% | +$1.44M | 8.37% | 3 |
|
|
2021
Q2 | $14.1M | Buy |
816,402
+102,990
| +14% | +$1.78M | 7.65% | 3 |
|
|
2021
Q1 | $11.4M | Buy |
713,412
+81,558
| +13% | +$1.31M | 7.82% | 3 |
|
|
2020
Q4 | $9.58M | Buy |
+631,854
| New | +$9.58M | 8.33% | 2 |
|