Versant Capital 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
Q2 | $31K | Buy |
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2025
Q1 | $27.9K | Buy |
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|
2024
Q4 | $29.2K | Buy |
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|
2024
Q3 | $28.4K | Sell |
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|
2024
Q2 | $44.7K | Hold |
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|
2024
Q1 | $43.2K | Hold |
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|
2023
Q4 | $39.3K | Hold |
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|
2023
Q3 | $35.2K | Hold |
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|
2023
Q2 | $36.5K | Hold |
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|
2023
Q1 | $33.7K | Hold |
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|
2022
Q4 | $31.4K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $52K | Sell |
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|
2021
Q3 | $48K | Sell |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $448K | Sell |
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|
2020
Q4 | $440K | Sell |
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|
2020
Q3 | $391K | Sell |
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|
2020
Q2 | $384K | Sell |
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|
2020
Q1 | $400K | Sell |
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|
2019
Q4 | $753K | Buy |
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|
2019
Q3 | $693K | Sell |
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|
2019
Q2 | $714K | Sell |
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|
2019
Q1 | $704K | Buy |
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|
2018
Q4 | $618K | Sell |
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|
2018
Q3 | $770K | Buy |
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|
2018
Q2 | $667K | Sell |
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|
2018
Q1 | $714K | Sell |
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|
2017
Q4 | $737K | Buy |
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|
2017
Q3 | $218K | Buy |
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