Ashton Thomas Private Wealth’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 | $34.9M | Sell |
1,429,052
-4,240
| -0.3% | -$104K | 1.23% | 7 |
|
|
2025
Q1 | $31.6M | Sell |
1,433,292
-12,787
| -0.9% | -$282K | 1.21% | 8 |
|
|
2024
Q4 | $33.5M | Buy |
+1,446,079
| New | +$33.5M | 1.3% | 8 |
|
|
2024
Q3 | – | Sell |
-7,083
| Closed | -$152K | – | 1607 |
|
|
2024
Q2 | $152K | Buy |
+7,083
| New | +$152K | 0.01% | 644 |
|
|
2020
Q3 | – | Sell |
-16,914
| Closed | -$209K | – | 258 |
|
|
2020
Q2 | $209K | Buy |
+16,914
| New | +$209K | 0.06% | 218 |
|