Avidian Wealth Enterprises’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.2M | Sell |
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|
2025
Q2 | $10.4M | Buy |
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|
2025
Q1 | $8.86M | Sell |
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|
2024
Q4 | $9.52M | Sell |
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|
2024
Q3 | $9.36M | Sell |
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|
2024
Q2 | $8.88M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $19.3M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $546K | Buy |
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