Alpha Omega 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
Q2 | $1.96M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $1.94M | Sell |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $1.84M | Sell |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.66M | Sell |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $2.07M | Sell |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.97M | Sell |
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|
2020
Q3 | $1.92M | Buy |
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|
2020
Q2 | $1.75M | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $5.81M | Buy |
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|
2019
Q3 | $5.52M | Buy |
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|
2019
Q2 | $5.15M | Buy |
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|
2019
Q1 | $4.91M | Sell |
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|
2018
Q4 | $16.6M | Buy |
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|
2018
Q3 | $264K | Buy |
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|
2018
Q2 | $139K | Buy |
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