Aviance 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
Q2 | $319K | Buy |
13,035
+193
| +2% | +$4.72K | 0.04% | 281 |
|
|
2025
Q1 | $284K | Buy |
12,842
+2,146
| +20% | +$47.4K | 0.04% | 285 |
|
|
2024
Q4 | $248K | Sell |
10,696
-2,300
| -18% | -$53.3K | 0.03% | 284 |
|
|
2024
Q3 | $294K | Buy |
12,996
+3
| +0% | +$68 | 0.04% | 271 |
|
|
2024
Q2 | $278K | Sell |
12,993
-6
| -0% | -$129 | 0.04% | 275 |
|
|
2024
Q1 | $269K | Buy |
12,999
+2,136
| +20% | +$44.2K | 0.04% | 270 |
|
|
2023
Q4 | $204K | Buy |
+10,863
| New | +$204K | 0.04% | 239 |
|