Vanguard Personalized Indexing Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
219,964
-4,358
| -2% | -$107K | 0.06% | 274 |
|
|
2025
Q1 | $4.95M | Buy |
224,322
+28,788
| +15% | +$636K | 0.07% | 242 |
|
|
2024
Q4 | $4.53M | Buy |
195,534
+1,275
| +0.7% | +$29.6K | 0.07% | 243 |
|
|
2024
Q3 | $4.39M | Buy |
194,259
+2,337
| +1% | +$52.9K | 0.07% | 250 |
|
|
2024
Q2 | $4.11M | Buy |
191,922
+1,536
| +0.8% | +$32.9K | 0.08% | 218 |
|
|
2024
Q1 | $3.94M | Sell |
190,386
-405
| -0.2% | -$8.38K | 0.08% | 212 |
|
|
2023
Q4 | $3.59M | Buy |
190,791
+3,231
| +2% | +$60.7K | 0.09% | 201 |
|
|
2023
Q3 | $3.16M | Hold |
187,560
| – | – | 0.09% | 201 |
|
|
2023
Q2 | $3.27M | Hold |
187,560
| – | – | 0.1% | 191 |
|
|
2023
Q1 | $3.02M | Buy |
187,560
+121,686
| +185% | +$1.96M | 0.11% | 188 |
|
|
2022
Q4 | $991K | Sell |
65,874
-4,362
| -6% | -$65.6K | 0.04% | 503 |
|
|
2022
Q3 | $991K | Buy |
70,236
+13,698
| +24% | +$193K | 0.04% | 484 |
|
|
2022
Q2 | $842K | Sell |
56,538
-570
| -1% | -$8.49K | 0.04% | 553 |
|
|
2022
Q1 | $1.03M | Hold |
57,108
| – | – | 0.05% | 433 |
|
|
2021
Q4 | $1.08M | Hold |
57,108
| – | – | 0.06% | 351 |
|
|
2021
Q3 | $990K | Hold |
57,108
| – | – | 0.09% | 226 |
|
|
2021
Q2 | $990K | Hold |
57,108
| – | – | 0.1% | 209 |
|
|
2021
Q1 | $914K | Hold |
57,108
| – | – | 0.14% | 165 |
|
|
2020
Q4 | $866K | Hold |
57,108
| – | – | 0.19% | 116 |
|
|
2020
Q3 | $767K | Hold |
57,108
| – | – | 0.22% | 103 |
|
|
2020
Q2 | $705K | Buy |
+57,108
| New | +$705K | 0.32% | 70 |
|