AlTi Global’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 | $1.79M | Sell |
73,230
-2,658
| -4% | -$65K | 0.04% | 169 |
|
|
2025
Q1 | $1.68M | Sell |
75,888
-2,006
| -3% | -$44.3K | 0.04% | 157 |
|
|
2024
Q4 | $1.81M | Buy |
77,894
+1,778
| +2% | +$41.2K | 0.04% | 162 |
|
|
2024
Q3 | $1.72M | Buy |
76,116
+402
| +0.5% | +$9.09K | 0.04% | 166 |
|
|
2024
Q2 | $1.63M | Sell |
75,714
-270
| -0.4% | -$5.8K | 0.04% | 161 |
|
|
2024
Q1 | $1.57M | Buy |
75,984
+471
| +0.6% | +$9.74K | 0.04% | 163 |
|
|
2023
Q4 | $1.42M | Buy |
+75,513
| New | +$1.42M | 0.04% | 160 |
|