Atria Wealth Solutions’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 | $3.69M | Sell |
150,787
-23,100
| -13% | -$565K | 0.08% | 266 |
|
|
2025
Q1 | $3.84M | Sell |
173,887
-169,269
| -49% | -$3.74M | 0.05% | 412 |
|
|
2024
Q4 | $7.95M | Buy |
343,156
+99,994
| +41% | +$2.32M | 0.09% | 238 |
|
|
2024
Q3 | $5.5M | Buy |
243,162
+35,076
| +17% | +$793K | 0.06% | 316 |
|
|
2024
Q2 | $4.47M | Sell |
208,086
-10,527
| -5% | -$226K | 0.05% | 362 |
|
|
2024
Q1 | $4.52M | Buy |
218,613
+7,173
| +3% | +$148K | 0.05% | 365 |
|
|
2023
Q4 | $3.98M | Buy |
211,440
+11,577
| +6% | +$218K | 0.05% | 370 |
|
|
2023
Q3 | $3.37M | Sell |
199,863
-4,473
| -2% | -$75.4K | 0.05% | 403 |
|
|
2023
Q2 | $3.57M | Sell |
204,336
-33,003
| -14% | -$576K | 0.05% | 381 |
|
|
2023
Q1 | $3.83M | Sell |
237,339
-188,958
| -44% | -$3.05M | 0.06% | 335 |
|
|
2022
Q4 | $6.42M | Buy |
426,297
+64,089
| +18% | +$965K | 0.1% | 209 |
|
|
2022
Q3 | $5.11M | Buy |
362,208
+295,722
| +445% | +$4.17M | 0.09% | 227 |
|
|
2022
Q2 | $989K | Sell |
66,486
-1,494
| -2% | -$22.2K | 0.02% | 680 |
|
|
2022
Q1 | $1.22M | Buy |
+67,980
| New | +$1.22M | 0.02% | 645 |
|