AlphaQ Advisors’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
Q1 | $485K | Sell |
21,954
-600
| -3% | -$13.2K | 1.16% | 26 |
|
|
2024
Q4 | $523K | Sell |
22,554
-600
| -3% | -$13.9K | 1.43% | 22 |
|
|
2024
Q3 | $524K | Sell |
23,154
-780
| -3% | -$17.6K | 1.45% | 20 |
|
|
2024
Q2 | $513K | Sell |
23,934
-4,074
| -15% | -$87.3K | 1.49% | 23 |
|
|
2024
Q1 | $579K | Sell |
28,008
-1,275
| -4% | -$26.4K | 0.35% | 69 |
|
|
2023
Q4 | $551K | Sell |
29,283
-19,830
| -40% | -$373K | 0.38% | 58 |
|
|
2023
Q3 | $828K | Sell |
49,113
-5,238
| -10% | -$88.3K | 0.72% | 35 |
|
|
2023
Q2 | $949K | Sell |
54,351
-699
| -1% | -$12.2K | 0.7% | 38 |
|
|
2023
Q1 | $888K | Sell |
55,050
-52,734
| -49% | -$850K | 0.75% | 36 |
|
|
2022
Q4 | $1.62M | Buy |
+107,784
| New | +$1.62M | 1.4% | 18 |
|