Balanced Rock Investment 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 | $443K | Sell |
18,135
-14
| -0.1% | -$342 | 0.35% | 62 |
|
|
2025
Q1 | $401K | Sell |
18,149
-255
| -1% | -$5.63K | 0.32% | 59 |
|
|
2024
Q4 | $427K | Sell |
18,404
-940
| -5% | -$21.8K | 0.34% | 59 |
|
|
2024
Q3 | $437K | Sell |
19,344
-270
| -1% | -$6.11K | 0.34% | 60 |
|
|
2024
Q2 | $420K | Hold |
19,614
| – | – | 0.35% | 59 |
|
|
2024
Q1 | $406K | Sell |
19,614
-252
| -1% | -$5.21K | 0.35% | 60 |
|
|
2023
Q4 | $373K | Buy |
+19,866
| New | +$373K | 0.33% | 70 |
|