Aberdeen Wealth Management’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 | $14.7K | Hold |
600
| – | – | 0.01% | 156 |
|
|
2025
Q1 | $13.2K | Hold |
600
| – | – | 0.01% | 152 |
|
|
2024
Q4 | $13.9K | Sell |
600
-2,001
| -77% | -$46.4K | 0.01% | 157 |
|
|
2024
Q3 | $58.8K | Hold |
2,601
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $55.7K | Hold |
2,601
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $53.8K | Hold |
2,601
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $48.9K | Buy |
2,601
+2,001
| +334% | +$37.6K | 0.04% | 147 |
|
|
2023
Q3 | $10.1K | Hold |
600
| – | – | 0.01% | 155 |
|
|
2023
Q2 | $10.5K | Hold |
600
| – | – | 0.01% | 154 |
|
|
2023
Q1 | $9.67K | Hold |
600
| – | – | 0.01% | 162 |
|
|
2022
Q4 | $9.03K | Hold |
600
| – | – | 0.01% | 162 |
|
|
2022
Q3 | $8K | Hold |
600
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $9K | Hold |
600
| – | – | 0.01% | 159 |
|
|
2022
Q1 | $11K | Hold |
600
| – | – | 0.01% | 163 |
|
|
2021
Q4 | $11K | Buy |
+600
| New | +$11K | 0.01% | 156 |
|
|
2021
Q2 | – | Sell |
-600
| Closed | -$10K | – | 152 |
|
|
2021
Q1 | $10K | Sell |
600
-210
| -26% | -$3.5K | 0.01% | 146 |
|
|
2020
Q4 | $12K | Buy |
+810
| New | +$12K | 0.01% | 148 |
|