Zacks Investment Management’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
Q3 | $3.09M | Sell |
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|
2025
Q2 | $3.76M | Sell |
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|
2025
Q1 | $3.41M | Sell |
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|
2024
Q4 | $3.72M | Buy |
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|
2024
Q3 | $3.48M | Buy |
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|
2024
Q2 | $2.75M | Buy |
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|
2024
Q1 | $2.42M | Hold |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q3 | $1.28M | Hold |
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|
2021
Q2 | $1.28M | Hold |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $469K | Hold |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $499K | Buy |
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