Accurate Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $804K | Sell |
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|
2025
Q2 | $847K | Buy |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $445K | Sell |
|
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $775K | Sell |
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|
2023
Q3 | $804K | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.36M | Buy |
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