Ashford 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
Q2 | $34.7M | Sell |
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|
2025
Q1 | $32.6M | Sell |
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|
2024
Q4 | $39.6M | Sell |
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|
2024
Q3 | $38.8M | Sell |
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|
2024
Q2 | $36.8M | Sell |
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|
2024
Q1 | $35.7M | Sell |
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|
2023
Q4 | $34.3M | Buy |
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|
2023
Q3 | $28.3M | Sell |
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|
2023
Q2 | $33.9M | Hold |
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|
2023
Q1 | $31.3M | Sell |
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|
2022
Q4 | $30M | Buy |
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|
2022
Q3 | $24.7M | Hold |
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|
2022
Q2 | $26.1M | Buy |
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