Authentikos Wealth Advisory’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
Q1 | – | Sell |
-10,862
| Closed | -$252K | – | 91 |
|
|
2024
Q4 | $252K | Buy |
+10,862
| New | +$252K | 0.25% | 72 |
|
|
2024
Q1 | – | Sell |
-37,599
| Closed | -$707K | – | 70 |
|
|
2023
Q4 | $707K | Sell |
37,599
-24,471
| -39% | -$460K | 0.75% | 31 |
|
|
2023
Q3 | $1.05M | Sell |
62,070
-36,654
| -37% | -$618K | 1.01% | 24 |
|
|
2023
Q2 | $1.72M | Sell |
98,724
-6,927
| -7% | -$121K | 1.63% | 15 |
|
|
2023
Q1 | $1.59M | Buy |
+105,651
| New | +$1.59M | 1.61% | 13 |
|