AP
Aspect Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Hold |
21,612
| – | – | 0.26% | 43 |
|
|
2025
Q1 | $477K | Hold |
21,612
| – | – | 0.27% | 40 |
|
|
2024
Q4 | $501K | Buy |
21,612
+14,408
| +200% | +$334K | 0.29% | 42 |
|
|
2024
Q3 | $489K | Hold |
7,204
| – | – | 0.27% | 39 |
|
|
2024
Q2 | $463K | Hold |
7,204
| – | – | 0.28% | 45 |
|
|
2024
Q1 | $447K | Hold |
7,204
| – | – | 0.35% | 44 |
|
|
2023
Q4 | $406K | Buy |
+7,204
| New | +$406K | 0.26% | 43 |
|