Weik Capital Management’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 | $453K | Buy |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $396K | Sell |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $3.44M | Sell |
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|
2020
Q2 | $337K | Sell |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $400K | Sell |
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|
2019
Q3 | $594K | Buy |
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|
2019
Q2 | $562K | Buy |
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|
2019
Q1 | $487K | Buy |
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|
2018
Q4 | $425K | Buy |
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|
2018
Q3 | $385K | Sell |
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|
2018
Q2 | $370K | Sell |
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|
2018
Q1 | $703K | Sell |
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|
2017
Q4 | $927K | Buy |
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|
2017
Q3 | $770K | Sell |
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|
2017
Q2 | $828K | Sell |
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | $353K | Sell |
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|
2016
Q3 | $345K | Buy |
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|
2016
Q2 | $447K | Sell |
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|
2016
Q1 | $542K | Buy |
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|
2015
Q4 | $389K | Buy |
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