ARC
Advisor Resource Council’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,718
| Closed | -$265K | – | 492 |
|
|
2025
Q1 | $265K | Buy |
+16,718
| New | +$265K | 0.02% | 491 |
|
|
2024
Q1 | – | Sell |
-4,000
| Closed | -$226K | – | 464 |
|
|
2023
Q4 | $226K | Buy |
+4,000
| New | +$226K | 0.03% | 424 |
|
|
2022
Q3 | – | Sell |
-8,452
| Closed | -$378K | – | 428 |
|
|
2022
Q2 | $378K | Buy |
+8,452
| New | +$378K | 0.04% | 329 |
|
|
2022
Q1 | – | Sell |
-2,113
| Closed | -$241K | – | 470 |
|
|
2021
Q4 | $241K | Buy |
+2,113
| New | +$241K | 0.02% | 508 |
|
|
2021
Q3 | – | Sell |
-2,081
| Closed | -$216K | – | 429 |
|
|
2021
Q2 | $216K | Buy |
+2,081
| New | +$216K | 0.02% | 456 |
|