WhitTier Trust Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

WhitTier Trust Company’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.18M	Buy	89,329 +4,015	+5%	+$98.1K	0.05%	236
2025 Q1	$1.88M	Sell	85,314 -830	-1%	-$18.3K	0.05%	237
2024 Q4	$2M	Sell	86,144 -235	-0.3%	-$5.45K	0.05%	234
2024 Q3	$1.95M	Hold	86,379	–	–	0.05%	234
2024 Q2	$1.85M	Sell	86,379 -2,850	-3%	-$61K	0.05%	223
2024 Q1	$1.85M	Buy	89,229 +1,746	+2%	+$36.1K	0.05%	227
2023 Q4	$1.64M	Hold	87,483	–	–	0.05%	232
2023 Q3	$1.48M	Sell	87,483 -6,900	-7%	-$116K	0.05%	241
2023 Q2	$1.65M	Hold	94,383	–	–	0.06%	232
2023 Q1	$1.52M	Sell	94,383 -1,200	-1%	-$19.3K	0.06%	233
2022 Q4	$1.44M	Buy	95,583 +5,241	+6%	+$78.9K	0.06%	240
2022 Q3	$1.28M	Buy	90,342 +10,509	+13%	+$148K	0.05%	249
2022 Q2	$1.19M	Buy	79,833 +11,253	+16%	+$167K	0.05%	252
2022 Q1	$1.23M	Hold	68,580	–	–	0.04%	258
2021 Q4	$1.3M	Hold	68,580	–	–	0.05%	254
2021 Q3	$1.19M	Hold	68,580	–	–	0.05%	250
2021 Q2	$1.19M	Sell	68,580 -5,784	-8%	-$100K	0.05%	248
2021 Q1	$1.19M	Hold	74,364	–	–	0.05%	239
2020 Q4	$1.13M	Hold	74,364	–	–	0.06%	228
2020 Q3	$999K	Hold	74,364	–	–	0.06%	222
2020 Q2	$918K	Hold	74,364	–	–	0.06%	224
2020 Q1	$759K	Buy	74,364 +11,844	+19%	+$121K	0.06%	221
2019 Q4	$800K	Hold	62,520	–	–	0.05%	239
2019 Q3	$739K	Buy	62,520 +20,712	+50%	+$245K	0.05%	244
2019 Q2	$489K	Hold	41,808	–	–	0.03%	285
2019 Q1	$471K	Hold	41,808	–	–	0.03%	281
2018 Q4	$416K	Sell	41,808 -4,236	-9%	-$42.1K	0.03%	282
2018 Q3	$534K	Sell	46,044 -2,850	-6%	-$33.1K	0.04%	264
2018 Q2	$530K	Buy	48,894 +35,436	+263%	+$384K	0.04%	258
2018 Q1	$141K	Buy	13,458 +7,974	+145%	+$83.5K	0.01%	430
2017 Q4	$58K	Hold	5,484	–	–	0.01%	557
2017 Q3	$55K	Hold	5,484	–	–	0.01%	527
2017 Q2	$53K	Hold	5,484	–	–	0.01%	531
2017 Q1	$51K	Hold	5,484	–	–	0.01%	524
2016 Q4	$49K	Hold	5,484	–	–	0.01%	531
2016 Q3	$47K	Hold	5,484	–	–	0.01%	536
2016 Q2	$45K	Buy	+5,484	New	+$45K	0.01%	539