Aprio 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 | $226K | Sell |
9,266
-7,555
| -45% | -$185K | 0.03% | 364 |
|
|
2025
Q1 | $371K | Buy |
16,821
+36
| +0.2% | +$795 | 0.05% | 229 |
|
|
2024
Q4 | $389K | Sell |
16,785
-2,118
| -11% | -$49.1K | 0.06% | 165 |
|
|
2024
Q3 | $428K | Sell |
18,903
-657
| -3% | -$14.9K | 0.07% | 137 |
|
|
2024
Q2 | $419K | Hold |
19,560
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $405K | Buy |
+19,560
| New | +$405K | 0.08% | 118 |
|