Valmark Advisers’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
Q2 | $5.04M | Buy |
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|
2025
Q1 | $4.51M | Sell |
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|
2024
Q4 | $4.83M | Buy |
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|
2024
Q3 | $4.38M | Buy |
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|
2024
Q2 | $3.91M | Sell |
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|
2024
Q1 | $3.87M | Buy |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $3.09M | Sell |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $2.7M | Buy |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $2.47M | Sell |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.73M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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