YHB 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 | $3.53M | Buy |
144,493
+22,341
| +18% | +$546K | 0.27% | 89 |
|
|
2025
Q1 | $2.7M | Buy |
122,152
+9,638
| +9% | +$213K | 0.23% | 100 |
|
|
2024
Q4 | $2.61M | Buy |
112,514
+21,935
| +24% | +$508K | 0.21% | 101 |
|
|
2024
Q3 | $2.05M | Buy |
90,579
+4,425
| +5% | +$100K | 0.17% | 117 |
|
|
2024
Q2 | $1.85M | Buy |
86,154
+1,242
| +1% | +$26.6K | 0.16% | 124 |
|
|
2024
Q1 | $1.76M | Buy |
84,912
+591
| +0.7% | +$12.2K | 0.16% | 125 |
|
|
2023
Q4 | $1.59M | Sell |
84,321
-1,833
| -2% | -$34.5K | 0.15% | 127 |
|
|
2023
Q3 | $1.45M | Buy |
86,154
+6,765
| +9% | +$114K | 0.13% | 132 |
|
|
2023
Q2 | $1.39M | Sell |
79,389
-2,127
| -3% | -$37.1K | 0.13% | 135 |
|
|
2023
Q1 | $1.31M | Sell |
81,516
-6,876
| -8% | -$111K | 0.13% | 135 |
|
|
2022
Q4 | $1.33M | Buy |
88,392
+24,345
| +38% | +$366K | 0.14% | 128 |
|
|
2022
Q3 | $904K | Buy |
64,047
+6,984
| +12% | +$98.6K | 0.1% | 148 |
|
|
2022
Q2 | $849K | Sell |
57,063
-30
| -0.1% | -$446 | 0.09% | 159 |
|
|
2022
Q1 | $1.03M | Sell |
57,093
-2,199
| -4% | -$39.5K | 0.09% | 159 |
|
|
2021
Q4 | $1.13M | Sell |
59,292
-348
| -0.6% | -$6.6K | 0.09% | 163 |
|
|
2021
Q3 | $1.03M | Buy |
59,640
+2,928
| +5% | +$50.8K | 0.09% | 160 |
|
|
2021
Q2 | $983K | Buy |
56,712
+1,932
| +4% | +$33.5K | 0.08% | 167 |
|
|
2021
Q1 | $926K | Buy |
54,780
+1,338
| +3% | +$22.6K | 0.08% | 170 |
|
|
2020
Q4 | $810K | Buy |
53,442
+258
| +0.5% | +$3.91K | 0.08% | 173 |
|
|
2020
Q3 | $715K | Buy |
+53,184
| New | +$715K | 0.08% | 174 |
|