WhitTier Trust Company’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 | $2.38M | Buy |
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|
2025
Q2 | $2.18M | Buy |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $1.95M | Hold |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.64M | Hold |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.65M | Hold |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.3M | Hold |
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|
2021
Q3 | $1.19M | Hold |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.19M | Hold |
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|
2020
Q4 | $1.13M | Hold |
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|
2020
Q3 | $999K | Hold |
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|
2020
Q2 | $918K | Hold |
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|
2020
Q1 | $759K | Buy |
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|
2019
Q4 | $800K | Hold |
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|
2019
Q3 | $739K | Buy |
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|
2019
Q2 | $489K | Hold |
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|
2019
Q1 | $471K | Hold |
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|
2018
Q4 | $416K | Sell |
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|
2018
Q3 | $534K | Sell |
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|
2018
Q2 | $530K | Buy |
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|
2018
Q1 | $141K | Buy |
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|
2017
Q4 | $58K | Hold |
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|
2017
Q3 | $55K | Hold |
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|
2017
Q2 | $53K | Hold |
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|
2017
Q1 | $51K | Hold |
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|
2016
Q4 | $49K | Hold |
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|
2016
Q3 | $47K | Hold |
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|
2016
Q2 | $45K | Buy |
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