Wealthcare Advisory Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealthcare Advisory Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.4M	Buy	424,364 +74,883	+21%	+$1.83M	0.24%	84
2025 Q1	$7.72M	Sell	349,481 -4,621	-1%	-$102K	0.21%	91
2024 Q4	$8.21M	Sell	354,102 -88,233	-20%	-$2.05M	0.23%	86
2024 Q3	$10M	Sell	442,335 -248,319	-36%	-$5.62M	0.29%	70
2024 Q2	$14.8M	Sell	690,654 -121,557	-15%	-$2.6M	0.46%	43
2024 Q1	$16.8M	Sell	812,211 -360,864	-31%	-$7.47M	0.55%	41
2023 Q4	$22.1M	Buy	1,173,075 +201,966	+21%	+$3.8M	0.88%	26
2023 Q3	$16.4M	Buy	971,109 +69,261	+8%	+$1.17M	0.75%	33
2023 Q2	$15.7M	Buy	901,848 +503,793	+127%	+$8.79M	0.7%	36
2023 Q1	$6.42M	Buy	398,055 +30,711	+8%	+$495K	0.28%	67
2022 Q4	$5.53M	Buy	367,344 +203,031	+124%	+$3.06M	0.26%	74
2022 Q3	$2.32M	Sell	164,313 -17,130	-9%	-$242K	0.13%	127
2022 Q2	$2.7M	Buy	181,443 +22,599	+14%	+$336K	0.16%	94
2022 Q1	$2.85M	Buy	158,844 +9,552	+6%	+$171K	0.17%	72
2021 Q4	$2.83M	Buy	149,292 +28,584	+24%	+$542K	0.17%	75
2021 Q3	$2.09M	Buy	120,708 +33,084	+38%	+$574K	0.14%	104
2021 Q2	$1.52M	Buy	87,624 +11,784	+16%	+$204K	0.1%	132
2021 Q1	$1.21M	Buy	75,840 +11,538	+18%	+$185K	0.09%	149
2020 Q4	$975K	Sell	64,302 -16,458	-20%	-$250K	0.09%	151
2020 Q3	$1.09M	Sell	80,760 -798	-1%	-$10.7K	0.12%	113
2020 Q2	$1.01M	Sell	81,558 -10,344	-11%	-$128K	0.13%	102
2020 Q1	$938K	Sell	91,902 -231,414	-72%	-$2.36M	0.14%	96
2019 Q4	$4.14M	Sell	323,316 -11,616	-3%	-$149K	0.53%	30
2019 Q3	$3.96M	Sell	334,932 -8,556	-2%	-$101K	0.57%	29
2019 Q2	$4.02M	Sell	343,488 -2,160	-0.6%	-$25.3K	0.64%	26
2019 Q1	$3.9M	Sell	345,648 -7,776	-2%	-$87.6K	0.66%	26
2018 Q4	$3.52M	Buy	353,424 +348,330	+6,838%	+$3.47M	0.68%	26
2018 Q3	$59K	Sell	5,094 -960	-16%	-$11.1K	0.01%	432
2018 Q2	$66K	Hold	6,054	–	–	0.01%	411
2018 Q1	$64K	Buy	+6,054	New	+$64K	0.01%	356