VCM
Vision Capital 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 | $1.66M | Sell |
67,983
-586
| -0.9% | -$14.3K | 0.22% | 67 |
|
|
2025
Q1 | $1.51M | Sell |
68,569
-7,098
| -9% | -$157K | 0.22% | 66 |
|
|
2024
Q4 | $1.75M | Buy |
75,667
+49,115
| +185% | +$1.14M | 0.26% | 62 |
|
|
2024
Q3 | $1.8M | Sell |
26,552
-996
| -4% | -$67.6K | 0.25% | 65 |
|
|
2024
Q2 | $1.77M | Sell |
27,548
-776
| -3% | -$49.9K | 0.26% | 62 |
|
|
2024
Q1 | $1.76M | Sell |
28,324
-848
| -3% | -$52.6K | 0.26% | 66 |
|
|
2023
Q4 | $1.65M | Sell |
29,172
-198
| -0.7% | -$11.2K | 0.26% | 68 |
|
|
2023
Q3 | $1.49M | Sell |
29,370
-1,129
| -4% | -$57.1K | 0.27% | 64 |
|
|
2023
Q2 | $1.6M | Sell |
30,499
-855
| -3% | -$44.8K | 0.27% | 63 |
|
|
2023
Q1 | $1.52M | Sell |
31,354
-115
| -0.4% | -$5.56K | 0.28% | 65 |
|
|
2022
Q4 | $1.42M | Sell |
31,469
-9,629
| -23% | -$435K | 0.27% | 65 |
|
|
2022
Q3 | $1.74M | Buy |
41,098
+1,129
| +3% | +$47.8K | 0.36% | 58 |
|
|
2022
Q2 | $1.79M | Buy |
39,969
+14,855
| +59% | +$663K | 0.34% | 59 |
|
|
2022
Q1 | $1.35M | Buy |
25,114
+13,641
| +119% | +$734K | 0.22% | 69 |
|
|
2021
Q4 | $1.31M | Sell |
11,473
-122
| -1% | -$13.9K | 0.19% | 73 |
|
|
2021
Q3 | $1.21M | Buy |
11,595
+558
| +5% | +$58K | 0.2% | 73 |
|
|
2021
Q2 | $1.15M | Sell |
11,037
-255
| -2% | -$26.5K | 0.19% | 74 |
|
|
2021
Q1 | $1.08M | Buy |
11,292
+53
| +0.5% | +$5.09K | 0.19% | 72 |
|
|
2020
Q4 | $1.02M | Buy |
11,239
+1,213
| +12% | +$110K | 0.19% | 73 |
|
|
2020
Q3 | $808K | Sell |
10,026
-224
| -2% | -$18.1K | 0.17% | 70 |
|
|
2020
Q2 | $760K | Buy |
10,250
+3,256
| +47% | +$241K | 0.17% | 70 |
|
|
2020
Q1 | $428K | Buy |
+6,994
| New | +$428K | 0.11% | 71 |
|
|
2019
Q3 | – | Sell |
-3,039
| Closed | -$213K | – | 85 |
|
|
2019
Q2 | $213K | Buy |
+3,039
| New | +$213K | 0.06% | 82 |
|