Visionary Wealth Advisors’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 | $3.78M | Buy |
154,799
+11,743
| +8% | +$287K | 0.19% | 123 |
|
|
2025
Q1 | $3.16M | Buy |
143,056
+11,068
| +8% | +$244K | 0.19% | 128 |
|
|
2024
Q4 | $3.06M | Buy |
131,988
+7,350
| +6% | +$170K | 0.18% | 129 |
|
|
2024
Q3 | $2.82M | Buy |
124,638
+444
| +0.4% | +$10K | 0.17% | 134 |
|
|
2024
Q2 | $2.66M | Buy |
124,194
+9,039
| +8% | +$194K | 0.17% | 135 |
|
|
2024
Q1 | $2.38M | Buy |
115,155
+8,532
| +8% | +$177K | 0.16% | 153 |
|
|
2023
Q4 | $2M | Buy |
106,623
+8,346
| +8% | +$157K | 0.15% | 155 |
|
|
2023
Q3 | $1.66M | Buy |
98,277
+13,191
| +16% | +$222K | 0.13% | 158 |
|
|
2023
Q2 | $1.49M | Buy |
85,086
+2,022
| +2% | +$35.3K | 0.12% | 171 |
|
|
2023
Q1 | $1.34M | Buy |
83,064
+6,474
| +8% | +$104K | 0.11% | 172 |
|
|
2022
Q4 | $1.15M | Buy |
76,590
+12,900
| +20% | +$194K | 0.11% | 165 |
|
|
2022
Q3 | $899K | Buy |
63,690
+1,248
| +2% | +$17.6K | 0.09% | 175 |
|
|
2022
Q2 | $930K | Sell |
62,442
-1,185
| -2% | -$17.6K | 0.08% | 178 |
|
|
2022
Q1 | $1.14M | Buy |
63,627
+13,557
| +27% | +$243K | 0.09% | 173 |
|
|
2021
Q4 | $950K | Buy |
50,070
+6,108
| +14% | +$116K | 0.08% | 169 |
|
|
2021
Q3 | $762K | Buy |
43,962
+8,580
| +24% | +$149K | 0.08% | 155 |
|
|
2021
Q2 | $613K | Sell |
35,382
-8,262
| -19% | -$143K | 0.06% | 180 |
|
|
2021
Q1 | $699K | Sell |
43,644
-9,216
| -17% | -$148K | 0.07% | 170 |
|
|
2020
Q4 | $801K | Sell |
52,860
-15,528
| -23% | -$235K | 0.09% | 153 |
|
|
2020
Q3 | $919K | Buy |
68,388
+3,036
| +5% | +$40.8K | 0.13% | 122 |
|
|
2020
Q2 | $807K | Sell |
65,352
-695,472
| -91% | -$8.59M | 0.12% | 125 |
|
|
2020
Q1 | $7.77M | Sell |
760,824
-256,752
| -25% | -$2.62M | 1.46% | 18 |
|
|
2019
Q4 | $13M | Buy |
+1,017,576
| New | +$13M | 2.33% | 9 |
|