AHL Investment 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 | $459K | Hold |
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|
2025
Q2 | $426K | Sell |
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|
2025
Q1 | $456K | Hold |
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|
2024
Q4 | $478K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $427K | Hold |
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|
2023
Q4 | $388K | Hold |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $394K | Buy |
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