Avant Capital’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 | $1.67M | Sell |
68,151
-1,255
| -2% | -$30.7K | 1.29% | 25 |
|
|
2025
Q1 | $1.53M | Buy |
69,406
+998
| +1% | +$22K | 1.27% | 24 |
|
|
2024
Q4 | $1.59M | Buy |
+68,408
| New | +$1.59M | 1.32% | 25 |
|
|
2023
Q3 | $1.14M | Buy |
67,689
+705
| +1% | +$11.9K | 1.31% | 24 |
|
|
2023
Q2 | $1.17M | Buy |
66,984
+558
| +0.8% | +$9.74K | 1.29% | 24 |
|
|
2023
Q1 | $1.07M | Sell |
66,426
-1,674
| -2% | -$27K | 1.24% | 27 |
|
|
2022
Q4 | $1.02M | Sell |
68,100
-1,689
| -2% | -$25.4K | 1.26% | 27 |
|
|
2022
Q3 | $985K | Buy |
69,789
+4,923
| +8% | +$69.5K | 1.33% | 26 |
|
|
2022
Q2 | $966K | Sell |
64,866
-2,346
| -3% | -$34.9K | 1.25% | 27 |
|
|
2022
Q1 | $1.21M | Buy |
67,212
+150
| +0.2% | +$2.69K | 1.35% | 25 |
|
|
2021
Q4 | $1.27M | Buy |
+67,062
| New | +$1.27M | 1.4% | 24 |
|