Balentine LLC’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 | $61.9K | Hold |
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|
2025
Q2 | $57.4K | Hold |
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|
2025
Q1 | $51.9K | Hold |
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|
2024
Q4 | $54.5K | Hold |
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|
2024
Q3 | $53.1K | Hold |
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|
2024
Q2 | $50.3K | Sell |
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|
2024
Q1 | $107K | Buy |
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|
2023
Q4 | $44.2K | Hold |
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|
2023
Q3 | $39.6K | Hold |
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|
2023
Q2 | $41K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $40.5K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $14K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $17K | Sell |
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|
2019
Q3 | $28K | Buy |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Buy |
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