Atria Wealth Solutions’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
Q2 | $3.69M | Sell |
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|
2025
Q1 | $3.84M | Sell |
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|
2024
Q4 | $7.95M | Buy |
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|
2024
Q3 | $5.5M | Buy |
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|
2024
Q2 | $4.47M | Sell |
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|
2024
Q1 | $4.52M | Buy |
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|
2023
Q4 | $3.98M | Buy |
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|
2023
Q3 | $3.37M | Sell |
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|
2023
Q2 | $3.57M | Sell |
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|
2023
Q1 | $3.83M | Sell |
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|
2022
Q4 | $6.42M | Buy |
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|
2022
Q3 | $5.11M | Buy |
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|
2022
Q2 | $989K | Sell |
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|
2022
Q1 | $1.22M | Buy |
|