Alternative Investment 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
Q2 | $901K | Sell |
36,886
-1,135
| -3% | -$27.7K | 0.45% | 28 |
|
|
2025
Q1 | $839K | Sell |
38,021
-1,131
| -3% | -$25K | 0.44% | 28 |
|
|
2024
Q4 | $908K | Sell |
39,152
-5,536
| -12% | -$128K | 0.47% | 29 |
|
|
2024
Q3 | $1.01M | Sell |
44,688
-3,942
| -8% | -$89.2K | 0.53% | 28 |
|
|
2024
Q2 | $1.04M | Sell |
48,630
-3,969
| -8% | -$85K | 0.6% | 24 |
|
|
2024
Q1 | $1.09M | Sell |
52,599
-1,656
| -3% | -$34.2K | 0.65% | 27 |
|
|
2023
Q4 | $1.02M | Sell |
54,255
-5,373
| -9% | -$101K | 0.66% | 28 |
|
|
2023
Q3 | $1.01M | Buy |
+59,628
| New | +$1.01M | 0.7% | 35 |
|