Atmos Advisory’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 | $7.77K | Hold |
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|
2025
Q2 | $7.21K | Hold |
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|
2025
Q1 | $6.51K | Sell |
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|
2024
Q4 | $8.48K | Hold |
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|
2024
Q3 | $8.28K | Hold |
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|
2024
Q2 | $7.84K | Hold |
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|
2024
Q1 | $7.57K | Hold |
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|
2023
Q4 | $6.88K | Hold |
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|
2023
Q3 | $6.17K | Sell |
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|
2023
Q2 | $8.22K | Hold |
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|
2023
Q1 | $7.59K | Sell |
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|
2022
Q4 | $27K | Sell |
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|
2022
Q3 | $26K | Sell |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $42K | Buy |
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