Arkadios Wealth Advisors’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 | $2.49M | Buy |
101,913
+76,959
| +308% | +$1.88M | 0.07% | 287 |
|
|
2025
Q1 | $551K | Buy |
+24,954
| New | +$551K | 0.02% | 671 |
|
|
2022
Q2 | – | Sell |
-22,422
| Closed | -$402K | – | 596 |
|
|
2022
Q1 | $402K | Sell |
22,422
-10,002
| -31% | -$179K | 0.05% | 355 |
|
|
2021
Q4 | $615K | Hold |
32,424
| – | – | 0.08% | 280 |
|
|
2021
Q3 | $562K | Buy |
32,424
+6,600
| +26% | +$114K | 0.08% | 267 |
|
|
2021
Q2 | $447K | Buy |
+25,824
| New | +$447K | 0.05% | 358 |
|