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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485M | Buy |
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|
2025
Q1 | $367M | Sell |
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|
2024
Q4 | $405M | Buy |
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|
2024
Q3 | $382M | Sell |
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|
2024
Q2 | $431M | Sell |
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|
2024
Q1 | $450M | Sell |
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|
2023
Q4 | $424M | Sell |
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|
2023
Q3 | $392M | Buy |
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|
2023
Q2 | $180M | Sell |
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|
2023
Q1 | $172M | Buy |
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|
2022
Q4 | $164M | Sell |
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|
2022
Q3 | $153M | Sell |
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|
2022
Q2 | $176M | Buy |
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|
2022
Q1 | $182M | Sell |
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|
2021
Q4 | $179M | Buy |
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|
2021
Q3 | $180M | Buy |
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|
2021
Q2 | $168M | Buy |
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|
2021
Q1 | $150M | Buy |
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|
2020
Q4 | $136M | Buy |
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|
2020
Q3 | $121M | Buy |
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|
2020
Q2 | $111M | Buy |
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|
2020
Q1 | $94.1M | Buy |
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|
2019
Q4 | $69M | Buy |
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|
2019
Q3 | $61.9M | Buy |
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|
2019
Q2 | $60.9M | Buy |
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|
2019
Q1 | $56.8M | Buy |
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|
2018
Q4 | $49.4M | Buy |
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|
2018
Q3 | $49.2M | Sell |
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|
2018
Q2 | $51.5M | Buy |
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|
2018
Q1 | $47M | Buy |
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|
2017
Q4 | $47.5M | Buy |
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|
2017
Q3 | $40.3M | Buy |
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|
2017
Q2 | $35M | Buy |
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|
2017
Q1 | $29.1M | Buy |
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|
2016
Q4 | $23.1M | Buy |
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|
2016
Q3 | $20.3M | Buy |
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|
2016
Q2 | $17.9M | Buy |
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|
2016
Q1 | $16.4M | Buy |
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|
2015
Q4 | $14.3M | Buy |
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|
2015
Q3 | $12.8M | Buy |
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|
2015
Q2 | $10.9M | Buy |
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|
2015
Q1 | $8.39M | Buy |
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|
2014
Q4 | $7.38M | Buy |
|