25 LLC’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 | $210K | Buy |
+8,599
| New | +$210K | 0.08% | 61 |
|
|
2024
Q1 | – | Sell |
-22,053
| Closed | -$415K | – | 51 |
|
|
2023
Q4 | $415K | Buy |
+22,053
| New | +$415K | 0.21% | 32 |
|
|
2023
Q3 | – | Sell |
-20,040
| Closed | -$356K | – | 461 |
|
|
2023
Q2 | $356K | Buy |
20,040
+1,329
| +7% | +$23.6K | 0.2% | 32 |
|
|
2023
Q1 | $304K | Buy |
+18,711
| New | +$304K | 0.19% | 32 |
|