Vision 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 | $1.66M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $808K | Sell |
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|
2020
Q2 | $760K | Buy |
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|
2020
Q1 | $428K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $213K | Buy |
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