Avidian Wealth Enterprises’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 | $10.4M | Buy |
426,335
+25,207
| +6% | +$616K | 0.42% | 40 |
|
|
2025
Q1 | $8.86M | Sell |
401,128
-9,625
| -2% | -$213K | 0.39% | 44 |
|
|
2024
Q4 | $9.52M | Sell |
410,753
-2,929
| -0.7% | -$67.9K | 0.43% | 41 |
|
|
2024
Q3 | $9.36M | Sell |
413,682
-891
| -0.2% | -$20.2K | 0.42% | 40 |
|
|
2024
Q2 | $8.88M | Buy |
+414,573
| New | +$8.88M | 0.37% | 39 |
|
|
2023
Q2 | – | Sell |
-18,963
| Closed | -$306K | – | 475 |
|
|
2023
Q1 | $306K | Sell |
18,963
-1,265,490
| -99% | -$20.4M | 0.02% | 374 |
|
|
2022
Q4 | $19.3M | Buy |
+1,284,453
| New | +$19.3M | 1.26% | 18 |
|
|
2022
Q3 | – | Sell |
-36,672
| Closed | -$546K | – | 458 |
|
|
2022
Q2 | $546K | Buy |
+36,672
| New | +$546K | 0.04% | 248 |
|