Wealthcare Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealthcare Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Sell	8,076 -37,651	-82%	-$1.08M	0.02%	95
2026 Q1	$1.17M	Buy	45,727 +37,325	+444%	+$1M	0.12%	37
2025 Q4	$226K	Sell	8,402 -37,323	-82%	-$997K	0.02%	84
2025 Q3	$1.2M	Sell	45,725 -73	-0.2%	-$1.85K	0.12%	32
2025 Q2	$1.12M	Sell	45,798 -3,567	-7%	-$80.6K	0.12%	32
2025 Q1	$1.09M	Hold	49,365	–	–	0.11%	35
2024 Q4	$1.14M	Sell	49,365 -936	-2%	-$21.8K	0.12%	32
2024 Q3	$1.14M	Sell	50,301 -42,585	-46%	-$928K	0.11%	34
2024 Q2	$1.99M	Sell	92,886 -5,703	-6%	-$118K	0.21%	23
2024 Q1	$2.04M	Sell	98,589 -86,235	-47%	-$1.7M	0.23%	20
2023 Q4	$3.47M	Sell	184,824 -50,406	-21%	-$885K	0.4%	15
2023 Q3	$3.97M	Buy	235,230 +120,567	+105%	+$2.12M	0.49%	11
2023 Q2	$2M	Buy	114,663 +18,222	+19%	+$301K	0.23%	17
2023 Q1	$1.55M	Sell	96,441 -8,535	-8%	-$134K	0.19%	17
2022 Q4	$1.58M	Sell	104,976 -14,838	-12%	-$225K	0.2%	18
2022 Q3	$1.69M	Sell	119,814 -15,369	-11%	-$241K	0.21%	17
2022 Q2	$2.01M	Buy	135,183 +6,393	+5%	+$104K	0.22%	15
2022 Q1	$2.31M	Buy	128,790 +3,102	+2%	+$54.9K	0.22%	18
2021 Q4	$2.38M	Sell	125,688 -22,056	-15%	-$407K	0.22%	18
2021 Q3	$2.56M	Buy	147,744 +5,052	+4%	+$90.1K	0.25%	17
2021 Q2	$2.47M	Sell	142,692 -6,516	-4%	-$110K	0.24%	17
2021 Q1	$2.39M	Sell	149,208 -3,498	-2%	-$54.8K	0.24%	17
2020 Q4	$2.31M	Sell	152,706 -19,908	-12%	-$285K	0.24%	17
2020 Q3	$2.32M	Buy	172,614 +24,822	+17%	+$330K	0.26%	17
2020 Q2	$1.82M	Sell	147,792 -34,464	-19%	-$402K	0.22%	17
2020 Q1	$1.86M	Buy	182,256 +19,452	+12%	+$236K	0.25%	15
2019 Q4	$2.08M	Hold	162,804	–	–	0.25%	16
2019 Q3	$1.93M	Buy	162,804 +50,214	+45%	+$592K	0.24%	16
2019 Q2	$1.32M	Buy	112,590 +12,168	+12%	+$140K	0.18%	20
2019 Q1	$1.13M	Buy	100,422 +318	+0.3%	+$3.45K	0.16%	22
2018 Q4	$996K	Hold	100,104	–	–	0.15%	23
2018 Q3	$1.16M	Hold	100,104	–	–	0.14%	17
2018 Q2	$1.08M	Hold	100,104	–	–	0.12%	17
2018 Q1	$1.05M	Sell	100,104 -32,466	-24%	-$353K	0.12%	17
2017 Q4	$1.41M	Hold	132,570	–	–	0.16%	14
2017 Q3	$1.33M	Hold	132,570	–	–	0.15%	15
2017 Q2	$1.28M	Sell	132,570 -8,478	-6%	-$80.9K	0.15%	16
2017 Q1	$1.32M	Buy	141,048 +4,164	+3%	+$38.5K	0.15%	15
2016 Q4	$1.22M	Hold	136,884	–	–	0.14%	15
2016 Q3	$1.18M	Hold	136,884	–	–	0.13%	13
2016 Q2	$1.14M	Hold	136,884	–	–	0.13%	13
2016 Q1	$1.11M	Buy	136,884 +8,286	+6%	+$64K	0.13%	14
2015 Q4	$1.04M	Buy	128,598 +77,976	+154%	+$636K	0.13%	17
2015 Q3	$386K	Buy	50,622 +1,416	+3%	+$11.5K	0.05%	29
2015 Q2	$404K	Hold	49,206	–	–	0.05%	29
2015 Q1	$407K	Hold	49,206	–	–	0.05%	59
2014 Q4	$402K	Sell	49,206 -9,288	-16%	-$74.3K	0.06%	26
2014 Q3	$458K	Hold	58,494	–	–	0.07%	23
2014 Q2	$457K	Hold	58,494	–	–	0.07%	23
2014 Q1	$436K	Buy	+58,494	New	+$428K	0.07%	23