Welch Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
10,778
+1,400
| +15% | +$34.2K | 0.01% | 219 |
|
|
2025
Q1 | $206K | Hold |
9,378
| – | – | 0.01% | 243 |
|
|
2024
Q4 | $218K | Sell |
9,378
-249
| -3% | -$5.79K | 0.01% | 242 |
|
|
2024
Q3 | $218K | Hold |
9,627
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $206K | Buy |
+9,627
| New | +$206K | 0.01% | 246 |
|
|
2022
Q1 | – | Sell |
-69,840
| Closed | -$1.33M | – | 223 |
|
|
2021
Q4 | $1.33M | Buy |
+69,840
| New | +$1.33M | 0.08% | 78 |
|
|
2019
Q1 | – | Sell |
-10,650
| Closed | -$106K | – | 147 |
|
|
2018
Q4 | $106K | Sell |
10,650
-151,182
| -93% | -$1.5M | 0.01% | 141 |
|
|
2018
Q3 | $1.88K | Buy |
161,832
+130,884
| +423% | +$1.52K | 0.2% | 45 |
|
|
2018
Q2 | $335K | Buy |
30,948
+19,404
| +168% | +$210K | 0.04% | 87 |
|
|
2018
Q1 | $121K | Buy |
+11,544
| New | +$121K | 0.02% | 128 |
|