Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $285M | Sell |
11,009,922
-8,076,252
| -42% | -$217M | 0.63% | 25 |
|
|
2025
Q4 | $522M | Sell |
19,086,174
-334,247
| -2% | -$8.93M | 0.71% | 23 |
|
|
2025
Q3 | $514M | Sell |
19,420,421
-146,085
| -0.7% | -$3.71M | 0.78% | 20 |
|
|
2025
Q2 | $485M | Buy |
19,566,506
+2,942,434
| +18% | +$66.5M | 0.8% | 21 |
|
|
2025
Q1 | $367M | Sell |
16,624,072
-849,412
| -5% | -$19.8M | 0.7% | 23 |
|
|
2024
Q4 | $405M | Buy |
17,473,484
+590,003
| +3% | +$13.8M | 0.78% | 20 |
|
|
2024
Q3 | $382M | Sell |
16,883,481
-3,250,005
| -16% | -$70.8M | 0.82% | 19 |
|
|
2024
Q2 | $431M | Sell |
20,133,486
-1,630,572
| -7% | -$33.7M | 1.02% | 15 |
|
|
2024
Q1 | $450M | Sell |
21,764,058
-770,616
| -3% | -$15.2M | 1.16% | 12 |
|
|
2023
Q4 | $424M | Sell |
22,534,674
-730,743
| -3% | -$12.8M | 1.23% | 12 |
|
|
2023
Q3 | $392M | Buy |
23,265,417
+12,979,956
| +126% | +$228M | 1.29% | 10 |
|
|
2023
Q2 | $180M | Sell |
10,285,461
-389,502
| -4% | -$6.43M | 1.94% | 13 |
|
|
2023
Q1 | $172M | Buy |
10,674,963
+275,016
| +3% | +$4.33M | 2% | 10 |
|
|
2022
Q4 | $164M | Sell |
10,399,947
-278,247
| -3% | -$4.21M | 2.11% | 10 |
|
|
2022
Q3 | $153M | Sell |
10,678,194
-773,175
| -7% | -$12.1M | 2.19% | 10 |
|
|
2022
Q2 | $176M | Buy |
11,451,369
+1,424,571
| +14% | +$23.1M | 2.45% | 10 |
|
|
2022
Q1 | $182M | Sell |
10,026,798
-30,942
| -0.3% | -$548K | 2.46% | 9 |
|
|
2021
Q4 | $179M | Buy |
10,057,740
+302,874
| +3% | +$5.6M | 2.56% | 9 |
|
|
2021
Q3 | $180M | Buy |
9,754,866
+185,418
| +2% | +$3.31M | 2.65% | 9 |
|
|
2021
Q2 | $168M | Buy |
9,569,448
+442,530
| +5% | +$7.47M | 2.71% | 9 |
|
|
2021
Q1 | $150M | Buy |
9,126,918
+228,234
| +3% | +$3.58M | 2.72% | 8 |
|
|
2020
Q4 | $136M | Buy |
8,898,684
+379,008
| +4% | +$5.42M | 3.07% | 8 |
|
|
2020
Q3 | $121M | Buy |
8,519,676
+12,960
| +0.2% | +$172K | 3.16% | 8 |
|
|
2020
Q2 | $111M | Buy |
8,506,716
+218,472
| +3% | +$2.55M | 3.2% | 8 |
|
|
2020
Q1 | $94.1M | Buy |
8,288,244
+2,895,162
| +54% | +$35.2M | 3.36% | 8 |
|
|
2019
Q4 | $69M | Buy |
5,393,082
+146,616
| +3% | +$1.8M | 2.44% | 13 |
|
|
2019
Q3 | $61.9M | Buy |
5,246,466
+185,766
| +4% | +$2.19M | 2.5% | 13 |
|
|
2019
Q2 | $60.9M | Buy |
5,060,700
+192,372
| +4% | +$2.21M | 2.68% | 13 |
|
|
2019
Q1 | $56.8M | Buy |
4,868,328
+210,456
| +5% | +$2.28M | 3.21% | 13 |
|
|
2018
Q4 | $49.4M | Buy |
4,657,872
+35,634
| +0.8% | +$382K | 3.12% | 13 |
|
|
2018
Q3 | $49.2M | Sell |
4,622,238
-3,660
| -0.1% | -$41.6K | 2.97% | 14 |
|
|
2018
Q2 | $51.5M | Buy |
4,625,898
+198,930
| +4% | +$2.15M | 3.17% | 13 |
|
|
2018
Q1 | $47M | Buy |
4,426,968
+138,516
| +3% | +$1.51M | 3.15% | 13 |
|
|
2017
Q4 | $47.5M | Buy |
4,288,452
+310,446
| +8% | +$3.22M | 3.37% | 12 |
|
|
2017
Q3 | $40.3M | Buy |
3,978,006
+346,680
| +10% | +$3.4M | 3.34% | 11 |
|
|
2017
Q2 | $35M | Buy |
3,631,326
+506,760
| +16% | +$4.83M | 3.24% | 10 |
|
|
2017
Q1 | $29.1M | Buy |
3,124,566
+522,924
| +20% | +$4.83M | 3.09% | 12 |
|
|
2016
Q4 | $23.1M | Buy |
2,601,642
+230,334
| +10% | +$2M | 2.8% | 12 |
|
|
2016
Q3 | $20.3M | Buy |
2,371,308
+212,964
| +10% | +$1.83M | 3.03% | 11 |
|
|
2016
Q2 | $17.9M | Buy |
2,158,344
+141,936
| +7% | +$1.17M | 3.24% | 10 |
|
|
2016
Q1 | $16.4M | Buy |
2,016,408
+244,494
| +14% | +$1.89M | 3.33% | 8 |
|
|
2015
Q4 | $14.3M | Buy |
1,771,914
+171,378
| +11% | +$1.4M | 3.63% | 6 |
|
|
2015
Q3 | $12.8M | Buy |
1,600,536
+274,998
| +21% | +$2.22M | 3.9% | 5 |
|
|
2015
Q2 | $10.9M | Buy |
1,325,538
+309,492
| +30% | +$2.6M | 3.36% | 9 |
|
|
2015
Q1 | $8.39M | Buy |
1,016,046
+112,878
| +12% | +$929K | 3.23% | 9 |
|
|
2014
Q4 | $7.38M | Buy |
+903,168
| New | +$7.22M | 2.91% | 15 |
|
Other funds holding SCHX
HSA
MGIA
SFG
