Aurora Private Wealth’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 | $1.1M | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $932K | Buy |
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|
2023
Q3 | $811K | Buy |
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|
2023
Q2 | $821K | Sell |
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|
2023
Q1 | $853K | Sell |
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|
2022
Q4 | $824K | Buy |
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|
2022
Q3 | $770K | Buy |
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|
2022
Q2 | $810K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $984K | Buy |
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|
2021
Q2 | $969K | Sell |
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|
2021
Q1 | $918K | Sell |
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|
2020
Q4 | $940K | Sell |
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|
2020
Q3 | $839K | Sell |
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|
2020
Q2 | $776K | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $860K | Buy |
|