American Capital Advisory’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 | $66.9K | Buy |
2,739
+8
| +0.3% | +$196 | 0.03% | 159 |
|
|
2025
Q1 | $60.3K | Buy |
2,731
+8
| +0.3% | +$177 | 0.03% | 159 |
|
|
2024
Q4 | $63.1K | Buy |
2,723
+8
| +0.3% | +$185 | 0.04% | 153 |
|
|
2024
Q3 | $61.4K | Buy |
2,715
+30
| +1% | +$678 | 0.04% | 158 |
|
|
2024
Q2 | $50.5K | Buy |
2,685
+30
| +1% | +$564 | 0.04% | 158 |
|
|
2024
Q1 | $42.8K | Sell |
2,655
-30
| -1% | -$484 | 0.04% | 150 |
|
|
2023
Q4 | $50.5K | Buy |
+2,685
| New | +$50.5K | 0.04% | 158 |
|