Zhang Financial’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 | $2.47M | Buy |
101,162
+4,337
| +4% | +$106K | 0.11% | 99 |
|
|
2025
Q1 | $2.14M | Sell |
96,825
-211
| -0.2% | -$4.66K | 0.11% | 99 |
|
|
2024
Q4 | $2.25M | Sell |
97,036
-206
| -0.2% | -$4.78K | 0.13% | 89 |
|
|
2024
Q3 | $2.2M | Sell |
97,242
-6,480
| -6% | -$147K | 0.14% | 86 |
|
|
2024
Q2 | $2.22M | Buy |
103,722
+5,112
| +5% | +$109K | 0.16% | 82 |
|
|
2024
Q1 | $2.04M | Sell |
98,610
-22,824
| -19% | -$472K | 0.15% | 86 |
|
|
2023
Q4 | $2.28M | Sell |
121,434
-27,525
| -18% | -$517K | 0.2% | 63 |
|
|
2023
Q3 | $2.52M | Buy |
148,959
+108
| +0.1% | +$1.83K | 0.26% | 53 |
|
|
2023
Q2 | $2.6M | Buy |
148,851
+3,222
| +2% | +$56.3K | 0.27% | 56 |
|
|
2023
Q1 | $2.35M | Buy |
145,629
+7,608
| +6% | +$123K | 0.27% | 59 |
|
|
2022
Q4 | $2.08M | Buy |
138,021
+56,496
| +69% | +$850K | 0.26% | 61 |
|
|
2022
Q3 | $1.15M | Sell |
81,525
-843
| -1% | -$11.9K | 0.17% | 70 |
|
|
2022
Q2 | $1.23M | Sell |
82,368
-55,548
| -40% | -$827K | 0.2% | 67 |
|
|
2022
Q1 | $2.48M | Buy |
137,916
+74,742
| +118% | +$1.34M | 0.42% | 42 |
|
|
2021
Q4 | $1.2M | Buy |
63,174
+5,058
| +9% | +$95.9K | 0.21% | 66 |
|
|
2021
Q3 | $1.01M | Buy |
58,116
+16,674
| +40% | +$289K | 0.23% | 56 |
|
|
2021
Q2 | $718K | Buy |
41,442
+24,426
| +144% | +$423K | 0.18% | 62 |
|
|
2021
Q1 | $272K | Buy |
+17,016
| New | +$272K | 0.07% | 106 |
|