Austin 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
Q3 | $209K | Sell |
|
|||||
|
2025
Q2 | $200K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $734K | Sell |
|
|||||
|
2024
Q3 | $748K | Buy |
|
|||||
|
2024
Q2 | $650K | Buy |
|
|||||
|
2024
Q1 | $519K | Buy |
|
|||||
|
2023
Q4 | $471K | Sell |
|
|||||
|
2023
Q3 | $425K | Buy |
|
|||||
|
2023
Q2 | $392K | Sell |
|
|||||
|
2023
Q1 | $375K | Sell |
|
|||||
|
2022
Q4 | $362K | Buy |
|
|||||
|
2022
Q3 | $317K | Sell |
|
|||||
|
2022
Q2 | $405K | Sell |
|
|||||
|
2022
Q1 | $650K | Buy |
|