1IA
1834 Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,792
| Closed | -$505K | – | 214 |
|
|
2024
Q4 | $505K | Buy |
21,792
+14,602
| +203% | +$338K | 0.06% | 158 |
|
|
2024
Q3 | $488K | Hold |
7,190
| – | – | 0.06% | 164 |
|
|
2024
Q2 | $462K | Hold |
7,190
| – | – | 0.06% | 172 |
|
|
2024
Q1 | $446K | Hold |
7,190
| – | – | 0.05% | 172 |
|
|
2023
Q4 | $406K | Hold |
7,190
| – | – | 0.05% | 181 |
|
|
2023
Q3 | $364K | Sell |
7,190
-332
| -4% | -$16.8K | 0.05% | 184 |
|
|
2023
Q2 | $394K | Hold |
7,522
| – | – | 0.05% | 187 |
|
|
2023
Q1 | $364K | Buy |
7,522
+1,252
| +20% | +$60.6K | 0.04% | 190 |
|
|
2022
Q4 | $283K | Buy |
+6,270
| New | +$283K | 0.04% | 161 |
|
|
2019
Q2 | – | Sell |
-401
| Closed | -$27K | – | 455 |
|
|
2019
Q1 | $27K | Buy |
+401
| New | +$27K | ﹤0.01% | 315 |
|