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