West Oak Capital’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
Q3 | $47.3K | Sell |
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|
2025
Q2 | $54.7K | Sell |
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|
2025
Q1 | $49.8K | Sell |
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|
2024
Q4 | $52.9M | Sell |
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|
2024
Q3 | $52.6K | Sell |
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|
2024
Q2 | $5.07M | Sell |
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|
2024
Q1 | $4.98M | Buy |
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|
2023
Q4 | $4.26M | Sell |
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|
2023
Q3 | $3.87M | Buy |
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|
2023
Q2 | $3.94M | Buy |
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|
2023
Q1 | $3.36M | Sell |
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|
2022
Q4 | $3.17M | Buy |
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|
2022
Q3 | $2.87M | Sell |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $3.61M | Sell |
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|
2021
Q4 | $5.84M | Sell |
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|
2021
Q3 | $5.44M | Sell |
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|
2021
Q2 | $5.6M | Sell |
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|
2021
Q1 | $5.36M | Sell |
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|
2020
Q4 | $5.14M | Sell |
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|
2020
Q3 | $4.81M | Buy |
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|
2020
Q2 | $4.31M | Sell |
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|
2020
Q1 | $3.65M | Buy |
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|
2019
Q4 | $2.01M | Buy |
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|
2019
Q3 | $1.84M | Buy |
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|
2019
Q2 | $1.3M | Buy |
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $863K | Sell |
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|
2018
Q2 | $875K | Buy |
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|
2018
Q1 | $820K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $847K | Sell |
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|
2017
Q2 | $855K | Buy |
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|
2017
Q1 | $785K | Sell |
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|
2016
Q4 | $770K | Buy |
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|
2016
Q3 | $714K | Buy |
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|
2016
Q2 | $510K | Buy |
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|
2016
Q1 | $477K | Sell |
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|
2015
Q4 | $475K | Buy |
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|
2015
Q3 | $219K | Buy |
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|
2015
Q2 | $61.6K | Buy |
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|
2015
Q1 | $39.7K | Hold |
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|
2014
Q4 | $39.2K | Hold |
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|
2014
Q3 | $37.6K | Buy |
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