Ascent Group’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 | $685K | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $659K | Sell |
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|
2024
Q3 | $692K | Buy |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $517K | Sell |
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|
2022
Q1 | $651K | Sell |
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|
2021
Q4 | $650K | Buy |
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