Atlas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $784K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.19K | Hold |
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|
2022
Q4 | $2.98K | Hold |
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|
2022
Q3 | $2.79K | Hold |
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|
2022
Q2 | $2.95K | Hold |
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|
2022
Q1 | $3.55K | Sell |
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|
2021
Q4 | $12.3K | Hold |
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|
2021
Q3 | $11.2K | Hold |
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|
2021
Q2 | $11.2K | Hold |
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|
2021
Q1 | $10.4K | Hold |
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|
2020
Q4 | $9.82K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $6.62K | Hold |
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|
2019
Q4 | $8.29K | Hold |
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|
2019
Q3 | $7.66K | Buy |
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|
2019
Q2 | $5.26K | Sell |
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|
2019
Q1 | $5.07K | Buy |
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|
2018
Q4 | $4.48K | Hold |
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|
2018
Q3 | $5.24K | Hold |
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|
2018
Q2 | $5.04K | Hold |
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|
2018
Q1 | $4.73K | Buy |
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