Austin Wealth Management’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 | $300K | Sell |
11,979
-8,356
| -41% | -$209K | 0.05% | 100 |
|
|
2025
Q1 | $439K | Buy |
20,335
+1,542
| +8% | +$33.3K | 0.09% | 83 |
|
|
2024
Q4 | $446K | Sell |
18,793
-5,090
| -21% | -$121K | 0.09% | 82 |
|
|
2024
Q3 | $535K | Buy |
23,883
+2,496
| +12% | +$55.9K | 0.12% | 78 |
|
|
2024
Q2 | $469K | Buy |
21,387
+8,730
| +69% | +$191K | 0.11% | 79 |
|
|
2024
Q1 | $265K | Buy |
+12,657
| New | +$265K | 0.07% | 95 |
|