World Investment Advisors’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 | $40M | Buy |
1,635,660
+1,512,278
| +1,226% | +$37M | 0.91% | 17 |
|
|
2025
Q1 | $2.72M | Sell |
123,382
-36,431
| -23% | -$804K | 0.07% | 296 |
|
|
2024
Q4 | $3.7M | Buy |
159,813
+9,225
| +6% | +$214K | 0.1% | 229 |
|
|
2024
Q3 | $3.41M | Buy |
150,588
+16,725
| +12% | +$378K | 0.11% | 216 |
|
|
2024
Q2 | $2.87M | Buy |
133,863
+246
| +0.2% | +$5.27K | 0.18% | 121 |
|
|
2024
Q1 | $2.76M | Buy |
133,617
+69,804
| +109% | +$1.44M | 0.4% | 61 |
|
|
2023
Q4 | $1.2M | Buy |
63,813
+1,644
| +3% | +$30.9K | 0.16% | 127 |
|
|
2023
Q3 | $1.05M | Sell |
62,169
-423
| -0.7% | -$7.13K | 0.21% | 87 |
|
|
2023
Q2 | $1.09M | Buy |
62,592
+2,946
| +5% | +$51.4K | 0.21% | 81 |
|
|
2023
Q1 | $962K | Sell |
59,646
-672
| -1% | -$10.8K | 0.2% | 85 |
|
|
2022
Q4 | $908K | Sell |
60,318
-1,317
| -2% | -$19.8K | 0.21% | 82 |
|
|
2022
Q3 | $870K | Buy |
61,635
+354
| +0.6% | +$5K | 0.21% | 82 |
|
|
2022
Q2 | $1M | Buy |
61,281
+2,565
| +4% | +$42K | 0.21% | 77 |
|
|
2022
Q1 | $1.05M | Buy |
58,716
+1,002
| +2% | +$18K | 0.22% | 82 |
|
|
2021
Q4 | $1.03M | Buy |
57,714
+13,500
| +31% | +$242K | 0.22% | 88 |
|
|
2021
Q3 | $767K | Buy |
44,214
+3,924
| +10% | +$68.1K | 0.17% | 97 |
|
|
2021
Q2 | $698K | Buy |
40,290
+498
| +1% | +$8.63K | 0.16% | 101 |
|
|
2021
Q1 | $657K | Buy |
39,792
+9,930
| +33% | +$164K | 0.16% | 101 |
|
|
2020
Q4 | $479K | Buy |
29,862
+3,822
| +15% | +$61.3K | 0.12% | 129 |
|
|
2020
Q3 | $350K | Sell |
26,040
-174
| -0.7% | -$2.34K | 0.12% | 109 |
|
|
2020
Q2 | $354K | Buy |
26,214
+3,732
| +17% | +$50.4K | 0.12% | 108 |
|
|
2020
Q1 | $229K | Buy |
22,482
+2,244
| +11% | +$22.9K | 0.11% | 116 |
|
|
2019
Q4 | $259K | Buy |
20,238
+114
| +0.6% | +$1.46K | 0.1% | 124 |
|
|
2019
Q3 | $238K | Buy |
20,124
+558
| +3% | +$6.6K | 0.1% | 125 |
|
|
2019
Q2 | $228K | Sell |
19,566
-144
| -0.7% | -$1.68K | 0.1% | 121 |
|
|
2019
Q1 | $222K | Sell |
19,710
-14,196
| -42% | -$160K | 0.1% | 110 |
|
|
2018
Q4 | $371K | Buy |
+33,906
| New | +$371K | 0.17% | 84 |
|