Accredited Investors’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 | $258K | Buy |
10,550
+7
| +0.1% | +$171 | 0.02% | 210 |
|
|
2025
Q1 | $233K | Buy |
10,543
+7
| +0.1% | +$155 | 0.01% | 213 |
|
|
2024
Q4 | $244K | Buy |
10,536
+6
| +0.1% | +$139 | 0.01% | 200 |
|
|
2024
Q3 | $238K | Buy |
10,530
+15
| +0.1% | +$339 | 0.01% | 203 |
|
|
2024
Q2 | $225K | Hold |
10,515
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $218K | Buy |
+10,515
| New | +$218K | 0.01% | 195 |
|
|
2023
Q4 | – | Sell |
-13,569
| Closed | -$229K | – | 199 |
|
|
2023
Q3 | $229K | Buy |
13,569
+81
| +0.6% | +$1.37K | 0.02% | 167 |
|
|
2023
Q2 | $235K | Buy |
+13,488
| New | +$235K | 0.02% | 172 |
|