AA Financial Advisors’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 | $251K | Buy |
+10,262
| New | +$251K | 0.05% | 167 |
|
|
2025
Q1 | – | Sell |
-407,772
| Closed | -$9.45M | – | 180 |
|
|
2024
Q4 | $9.45M | Buy |
407,772
+5,283
| +1% | +$122K | 2.52% | 6 |
|
|
2024
Q3 | $9.1M | Buy |
402,489
+5,811
| +1% | +$131K | 2.64% | 6 |
|
|
2024
Q2 | $8.5M | Sell |
396,678
-7,578
| -2% | -$162K | 2.99% | 5 |
|
|
2024
Q1 | $8.36M | Sell |
404,256
-6,369
| -2% | -$132K | 3.37% | 3 |
|
|
2023
Q4 | $7.72M | Buy |
+410,625
| New | +$7.72M | 5.14% | 4 |
|