Axxcess Wealth Management’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 | $3.59M | Sell |
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|
2025
Q2 | $3.55M | Sell |
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|
2025
Q1 | $3.94M | Buy |
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|
2024
Q4 | $4.08M | Sell |
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|
2024
Q3 | $4.68M | Buy |
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|
2024
Q2 | $4.25M | Sell |
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|
2024
Q1 | $4.25M | Sell |
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|
2023
Q4 | $4.53M | Sell |
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|
2023
Q3 | $5.11M | Sell |
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|
2023
Q2 | $5.57M | Buy |
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|
2023
Q1 | $5.02M | Sell |
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|
2022
Q4 | $4.7M | Sell |
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|
2022
Q3 | $4.63M | Sell |
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|
2022
Q2 | $4.97M | Sell |
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|
2022
Q1 | $6.94M | Sell |
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|
2021
Q4 | $7.41M | Buy |
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