Accurate 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 | $847K | Buy |
34,165
+16,971
| +99% | +$421K | 0.13% | 175 |
|
|
2025
Q1 | $362K | Sell |
17,194
-2,119
| -11% | -$44.7K | 0.07% | 248 |
|
|
2024
Q4 | $445K | Sell |
19,313
-42,040
| -69% | -$968K | 0.09% | 219 |
|
|
2024
Q3 | $468K | Buy |
61,353
+36,759
| +149% | +$280K | 0.09% | 206 |
|
|
2024
Q2 | $544K | Buy |
24,594
+1,308
| +6% | +$28.9K | 0.13% | 156 |
|
|
2024
Q1 | $456K | Sell |
23,286
-17,883
| -43% | -$350K | 0.13% | 156 |
|
|
2023
Q4 | $775K | Sell |
41,169
-5,598
| -12% | -$105K | 0.24% | 96 |
|
|
2023
Q3 | $804K | Sell |
46,767
-16,695
| -26% | -$287K | 0.25% | 88 |
|
|
2023
Q2 | $1.13M | Sell |
63,462
-19,674
| -24% | -$349K | 0.35% | 68 |
|
|
2023
Q1 | $1.34M | Sell |
83,136
-5,310
| -6% | -$85.5K | 0.46% | 56 |
|
|
2022
Q4 | $1.36M | Buy |
+88,446
| New | +$1.36M | 0.5% | 44 |
|