Vanguard Personalized Indexing Management’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
Q3 | $5.76M | Sell |
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|
2025
Q2 | $5.38M | Sell |
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|
2025
Q1 | $4.95M | Buy |
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|
2024
Q4 | $4.53M | Buy |
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|
2024
Q3 | $4.39M | Buy |
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|
2024
Q2 | $4.11M | Buy |
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|
2024
Q1 | $3.94M | Sell |
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|
2023
Q4 | $3.59M | Buy |
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|
2023
Q3 | $3.16M | Hold |
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|
2023
Q2 | $3.27M | Hold |
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|
2023
Q1 | $3.02M | Buy |
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|
2022
Q4 | $991K | Sell |
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|
2022
Q3 | $991K | Buy |
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|
2022
Q2 | $842K | Sell |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.08M | Hold |
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|
2021
Q3 | $990K | Hold |
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|
2021
Q2 | $990K | Hold |
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|
2021
Q1 | $914K | Hold |
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|
2020
Q4 | $866K | Hold |
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|
2020
Q3 | $767K | Hold |
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|
2020
Q2 | $705K | Buy |
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