ARK & TLK Investments’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 | $744K | Hold |
30,429
| – | – | 0.24% | 55 |
|
|
2025
Q1 | $672K | Sell |
30,429
-390
| -1% | -$8.61K | 0.24% | 54 |
|
|
2024
Q4 | $714K | Hold |
30,819
| – | – | 0.25% | 52 |
|
|
2024
Q3 | $697K | Sell |
30,819
-165
| -0.5% | -$3.73K | 0.25% | 51 |
|
|
2024
Q2 | $664K | Sell |
30,984
-18
| -0.1% | -$386 | 0.25% | 52 |
|
|
2024
Q1 | $641K | Sell |
31,002
-300
| -1% | -$6.21K | 0.25% | 52 |
|
|
2023
Q4 | $588K | Buy |
+31,302
| New | +$588K | 0.24% | 57 |
|