B.O.S.S. Retirement Advisors’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 | – | Sell |
-85,815
| Closed | -$1.89M | – | 204 |
|
|
2025
Q1 | $1.89M | Buy |
85,815
+40,746
| +90% | +$900K | 0.55% | 38 |
|
|
2024
Q4 | $1.04M | Buy |
+45,069
| New | +$1.04M | 0.29% | 73 |
|
|
2024
Q1 | – | Sell |
-132,723
| Closed | -$2.5M | – | 209 |
|
|
2023
Q4 | $2.5M | Sell |
132,723
-49,365
| -27% | -$928K | 0.48% | 56 |
|
|
2023
Q3 | $3.07M | Sell |
182,088
-82,713
| -31% | -$1.4M | 0.66% | 37 |
|
|
2023
Q2 | $4.62M | Buy |
264,801
+4,857
| +2% | +$84.8K | 0.98% | 14 |
|
|
2023
Q1 | $4.19M | Buy |
259,944
+1,437
| +0.6% | +$23.2K | 0.98% | 17 |
|
|
2022
Q4 | $3.89M | Buy |
+258,507
| New | +$3.89M | 1% | 12 |
|