Arbor Trust Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.36M | Buy |
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|
2025
Q2 | $6.53M | Sell |
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|
2025
Q1 | $6.71M | Buy |
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|
2024
Q4 | $6.63M | Sell |
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|
2024
Q3 | $6.19M | Hold |
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|
2024
Q2 | $6.19M | Sell |
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|
2024
Q1 | $5.89M | Sell |
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|
2023
Q4 | $5.5M | Sell |
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|
2023
Q3 | $5.06M | Sell |
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|
2023
Q2 | $5.61M | Sell |
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|
2023
Q1 | $5.29M | Sell |
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|
2022
Q4 | $5.06M | Buy |
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|
2022
Q3 | $4.68M | Buy |
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|
2022
Q2 | $4.76M | Sell |
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|
2022
Q1 | $5.74M | Sell |
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|
2021
Q4 | $6.76M | Sell |
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|
2021
Q3 | $6.3M | Sell |
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|
2021
Q2 | $6.46M | Sell |
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|
2021
Q1 | $6.92M | Sell |
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|
2020
Q4 | $8.51M | Sell |
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|
2020
Q3 | $7.73M | Buy |
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|
2020
Q2 | $7.06M | Buy |
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|
2020
Q1 | $5.73M | Buy |
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|
2019
Q4 | $7.15M | Buy |
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