Arlington Financial 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 | $464K | Buy |
18,975
+991
| +6% | +$24.2K | 0.08% | 57 |
|
|
2025
Q1 | $397K | Buy |
17,984
+55
| +0.3% | +$1.21K | 0.07% | 80 |
|
|
2024
Q4 | $416K | Buy |
+17,929
| New | +$416K | 0.08% | 66 |
|
|
2020
Q1 | – | Sell |
-22,002
| Closed | -$282K | – | 60 |
|
|
2019
Q4 | $282K | Buy |
+22,002
| New | +$282K | 0.16% | 50 |
|
|
2018
Q3 | – | Sell |
-27,600
| Closed | -$310K | – | 60 |
|
|
2018
Q2 | $310K | Buy |
+27,600
| New | +$310K | 0.18% | 49 |
|