Your Advocates Ltd’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
Q2
$405K Sell
2025
Q1
$653K Buy
2024
Q4
$571K Sell
2024
Q3
$617K Buy
2024
Q2
$584K Sell
2024
Q1
$713K Sell
2023
Q4
$770K Sell
2023
Q3
$882K Sell
2023
Q2
$22M Buy
2023
Q1
$20.2M Buy
2022
Q4
$3.95M Buy
2022
Q3
$839K Sell
2022
Q2
$1.09M Sell
2022
Q1
$7.88M Sell
2021
Q4
$9.13M Buy
2021
Q3
$8.11M Buy
2021
Q2
$7.96M Buy
2021
Q1
$7.05M Buy
2020
Q4
$6.62M Sell
2020
Q3
$6.11M Buy
2020
Q2
$2.53M Sell
2020
Q1
$6.03M Buy
2019
Q4
$7.04M Buy