Apella Capital’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 | $253K | Hold |
10,299
| – | – | 0.01% | 379 |
|
|
2025
Q1 | $221K | Hold |
10,299
| – | – | 0.01% | 365 |
|
|
2024
Q4 | $239K | Hold |
10,299
| – | – | 0.01% | 312 |
|
|
2024
Q3 | $231K | Sell |
10,299
-1,026
| -9% | -$23K | 0.01% | 302 |
|
|
2024
Q2 | $247K | Buy |
+11,325
| New | +$247K | 0.01% | 280 |
|
|
2024
Q1 | – | Sell |
-11,082
| Closed | -$205K | – | 301 |
|
|
2023
Q4 | $205K | Buy |
+11,082
| New | +$205K | 0.01% | 280 |
|