Zacks Investment Management’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 | $3.76M | Sell |
153,721
-635
| -0.4% | -$15.5K | 0.03% | 254 |
|
|
2025
Q1 | $3.41M | Sell |
154,356
-6,173
| -4% | -$136K | 0.03% | 262 |
|
|
2024
Q4 | $3.72M | Buy |
160,529
+6,761
| +4% | +$157K | 0.03% | 258 |
|
|
2024
Q3 | $3.48M | Buy |
153,768
+25,530
| +20% | +$577K | 0.03% | 264 |
|
|
2024
Q2 | $2.75M | Buy |
128,238
+11,040
| +9% | +$236K | 0.03% | 251 |
|
|
2024
Q1 | $2.42M | Hold |
117,198
| – | – | 0.03% | 289 |
|
|
2023
Q4 | $2.2M | Sell |
117,198
-1,437
| -1% | -$27K | 0.03% | 279 |
|
|
2023
Q3 | $2M | Sell |
118,635
-24,690
| -17% | -$416K | 0.03% | 281 |
|
|
2023
Q2 | $2.5M | Sell |
143,325
-25,200
| -15% | -$440K | 0.03% | 262 |
|
|
2023
Q1 | $2.72M | Sell |
168,525
-762
| -0.5% | -$12.3K | 0.04% | 239 |
|
|
2022
Q4 | $2.55M | Sell |
169,287
-1,560
| -0.9% | -$23.5K | 0.04% | 254 |
|
|
2022
Q3 | $2.41M | Buy |
170,847
+8,166
| +5% | +$115K | 0.04% | 245 |
|
|
2022
Q2 | $2.42M | Buy |
162,681
+74,643
| +85% | +$1.11M | 0.04% | 241 |
|
|
2022
Q1 | $1.58M | Buy |
88,038
+8,292
| +10% | +$149K | 0.02% | 317 |
|
|
2021
Q4 | $1.51M | Buy |
79,746
+5,706
| +8% | +$108K | 0.02% | 326 |
|
|
2021
Q3 | $1.28M | Hold |
74,040
| – | – | 0.02% | 344 |
|
|
2021
Q2 | $1.28M | Hold |
74,040
| – | – | 0.02% | 336 |
|
|
2021
Q1 | $1.19M | Sell |
74,040
-6,252
| -8% | -$100K | 0.02% | 339 |
|
|
2020
Q4 | $1.22M | Buy |
80,292
+45,390
| +130% | +$688K | 0.02% | 327 |
|
|
2020
Q3 | $469K | Hold |
34,902
| – | – | 0.01% | 405 |
|
|
2020
Q2 | $431K | Buy |
+34,902
| New | +$431K | 0.01% | 404 |
|
|
2020
Q1 | – | Sell |
-38,982
| Closed | -$499K | – | 587 |
|
|
2019
Q4 | $499K | Buy |
+38,982
| New | +$499K | 0.01% | 449 |
|