Atmos Advisory’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 | $7.21K | Hold |
295
| – | – | ﹤0.01% | 16 |
|
|
2025
Q1 | $6.51K | Sell |
295
-71
| -19% | -$1.57K | ﹤0.01% | 16 |
|
|
2024
Q4 | $8.48K | Hold |
366
| – | – | 0.01% | 26 |
|
|
2024
Q3 | $8.28K | Hold |
366
| – | – | 0.01% | 15 |
|
|
2024
Q2 | $7.84K | Hold |
366
| – | – | 0.01% | 15 |
|
|
2024
Q1 | $7.57K | Hold |
366
| – | – | 0.01% | 15 |
|
|
2023
Q4 | $6.88K | Hold |
366
| – | – | 0.01% | 17 |
|
|
2023
Q3 | $6.17K | Sell |
366
-105
| -22% | -$1.77K | 0.01% | 16 |
|
|
2023
Q2 | $8.22K | Hold |
471
| – | – | 0.01% | 16 |
|
|
2023
Q1 | $7.59K | Sell |
471
-1,320
| -74% | -$21.3K | 0.01% | 16 |
|
|
2022
Q4 | $27K | Sell |
1,791
-51
| -3% | -$768 | 0.02% | 18 |
|
|
2022
Q3 | $26K | Sell |
1,842
-177
| -9% | -$2.5K | 0.02% | 17 |
|
|
2022
Q2 | $30K | Sell |
2,019
-63
| -3% | -$936 | 0.03% | 17 |
|
|
2022
Q1 | $37K | Sell |
2,082
-114
| -5% | -$2.03K | 0.03% | 17 |
|
|
2021
Q4 | $42K | Buy |
+2,196
| New | +$42K | 0.04% | 17 |
|