Veery Capital’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 | $1.32M | Sell |
54,210
-560
| -1% | -$13.7K | 0.46% | 25 |
|
|
2025
Q1 | $1.21M | Sell |
54,770
-23,757
| -30% | -$525K | 0.47% | 26 |
|
|
2024
Q4 | $1.82M | Sell |
78,527
-401,386
| -84% | -$9.3M | 0.7% | 22 |
|
|
2024
Q3 | $10.9M | Sell |
479,913
-1,046,061
| -69% | -$23.7M | 4.07% | 10 |
|
|
2024
Q2 | $32.7M | Sell |
1,525,974
-120,486
| -7% | -$2.58M | 13.24% | 1 |
|
|
2024
Q1 | $34.1M | Buy |
1,646,460
+20,958
| +1% | +$434K | 13.96% | 1 |
|
|
2023
Q4 | $30.6M | Buy |
1,625,502
+54,132
| +3% | +$1.02M | 13.7% | 1 |
|
|
2023
Q3 | $26.5M | Buy |
1,571,370
+30,108
| +2% | +$508K | 12.9% | 1 |
|
|
2023
Q2 | $26.9M | Buy |
1,541,262
+100,158
| +7% | +$1.75M | 12.69% | 2 |
|
|
2023
Q1 | $23.2M | Buy |
1,441,104
+150,468
| +12% | +$2.43M | 12.4% | 2 |
|
|
2022
Q4 | $19.4M | Sell |
1,290,636
-13,686
| -1% | -$206K | 11.48% | 2 |
|
|
2022
Q3 | $18.4M | Buy |
1,304,322
+43,662
| +3% | +$616K | 11.78% | 2 |
|
|
2022
Q2 | $18.8M | Buy |
1,260,660
+13,767
| +1% | +$205K | 11.54% | 2 |
|
|
2022
Q1 | $22.4M | Buy |
1,246,893
+12,237
| +1% | +$220K | 12.38% | 2 |
|
|
2021
Q4 | $23.4M | Buy |
1,234,656
+29,508
| +2% | +$560K | 12.3% | 2 |
|
|
2021
Q3 | $20.9M | Buy |
1,205,148
+25,356
| +2% | +$440K | 11.85% | 2 |
|
|
2021
Q2 | $20.4M | Buy |
1,179,792
+44,142
| +4% | +$765K | 11.9% | 2 |
|
|
2021
Q1 | $18.2M | Sell |
1,135,650
-79,422
| -7% | -$1.27M | 11.5% | 2 |
|
|
2020
Q4 | $18.4M | Buy |
+1,215,072
| New | +$18.4M | 12.42% | 2 |
|