Arax Advisory Partners’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 | $510K | Buy |
20,878
+1,149
| +6% | +$28.1K | 0.02% | 388 |
|
|
2025
Q1 | $436K | Buy |
19,729
+4,403
| +29% | +$97.2K | 0.03% | 343 |
|
|
2024
Q4 | $355K | Buy |
15,326
+12,767
| +499% | +$296K | 0.02% | 364 |
|
|
2024
Q3 | $57.9K | Buy |
2,559
+1,509
| +144% | +$34.1K | 0.01% | 665 |
|
|
2024
Q2 | $22.5K | Hold |
1,050
| – | – | ﹤0.01% | 925 |
|
|
2024
Q1 | $21.7K | Sell |
1,050
-321
| -23% | -$6.64K | ﹤0.01% | 654 |
|
|
2023
Q4 | $25.8K | Buy |
1,371
+459
| +50% | +$8.63K | ﹤0.01% | 606 |
|
|
2023
Q3 | $15.4K | Buy |
+912
| New | +$15.4K | ﹤0.01% | 635 |
|
|
2023
Q2 | – | Sell |
-270
| Closed | -$4.35K | – | 1320 |
|
|
2023
Q1 | $4.35K | Buy |
270
+39
| +17% | +$629 | ﹤0.01% | 877 |
|
|
2022
Q4 | $3.48K | Sell |
231
-537
| -70% | -$8.08K | ﹤0.01% | 868 |
|
|
2022
Q3 | $11K | Hold |
768
| – | – | ﹤0.01% | 648 |
|
|
2022
Q2 | $11K | Sell |
768
-804
| -51% | -$11.5K | ﹤0.01% | 649 |
|
|
2022
Q1 | $28K | Hold |
1,572
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $30K | Buy |
1,572
+804
| +105% | +$15.3K | ﹤0.01% | 530 |
|
|
2021
Q3 | $13K | Hold |
768
| – | – | ﹤0.01% | 613 |
|
|
2021
Q2 | $13K | Buy |
+768
| New | +$13K | ﹤0.01% | 630 |
|
|
2020
Q4 | $12K | Hold |
768
| – | – | ﹤0.01% | 552 |
|
|
2020
Q3 | $10K | Sell |
768
-1,962
| -72% | -$25.5K | ﹤0.01% | 550 |
|
|
2020
Q2 | $34K | Sell |
2,730
-780
| -22% | -$9.71K | 0.01% | 417 |
|
|
2020
Q1 | $36K | Buy |
+3,510
| New | +$36K | 0.01% | 391 |
|