Aveo Capital Partners’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 |
-11,130
| Closed | -$258K | – | 297 |
|
|
2024
Q4 | $258K | Sell |
11,130
-5,124
| -32% | -$119K | 0.03% | 309 |
|
|
2024
Q3 | $368K | Hold |
16,254
| – | – | 0.04% | 249 |
|
|
2024
Q2 | $348K | Hold |
16,254
| – | – | 0.04% | 240 |
|
|
2024
Q1 | $328K | Buy |
16,254
+5,124
| +46% | +$104K | 0.04% | 276 |
|
|
2023
Q4 | $209K | Buy |
+11,130
| New | +$209K | 0.03% | 323 |
|