Wedgewood Investors’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 | $2.36M | Sell |
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|
2025
Q1 | $2.26M | Buy |
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|
2024
Q4 | $2.36M | Sell |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.18M | Buy |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.57M | Hold |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.36M | Hold |
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|
2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.35M | Hold |
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|
2022
Q1 | $1.62M | Hold |
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|
2021
Q4 | $1.72M | Hold |
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|
2021
Q3 | $1.57M | Hold |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $518K | Hold |
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|
2020
Q2 | $475K | Hold |
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|
2020
Q1 | $393K | Hold |
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|
2019
Q4 | $493K | Hold |
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|
2019
Q3 | $455K | Hold |
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|
2019
Q2 | $450K | Hold |
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|
2019
Q1 | $434K | Hold |
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|
2018
Q4 | $383K | Hold |
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|
2018
Q3 | $446K | Hold |
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|
2018
Q2 | $417K | Hold |
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|
2018
Q1 | $405K | Hold |
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|
2017
Q4 | $409K | Hold |
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|
2017
Q3 | $385K | Hold |
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|
2017
Q2 | $371K | Hold |
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|
2017
Q1 | $361K | Hold |
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|
2016
Q4 | $342K | Hold |
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|
2016
Q3 | $331K | Hold |
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|
2016
Q2 | $319K | Buy |
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