Angeles Wealth Management’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 | $15.3K | Hold |
627
| – | – | ﹤0.01% | 407 |
|
|
2025
Q1 | $13.8K | Buy |
+627
| New | +$13.8K | ﹤0.01% | 357 |
|
|
2023
Q1 | – | Sell |
-2,808
| Closed | -$42.3K | – | 223 |
|
|
2022
Q4 | $42.3K | Hold |
2,808
| – | – | 0.01% | 194 |
|
|
2022
Q3 | $40K | Hold |
2,808
| – | – | 0.01% | 193 |
|
|
2022
Q2 | $42K | Buy |
+2,808
| New | +$42K | 0.01% | 186 |
|