Baltimore-Washington Financial Advisors’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
Q2 | $371K | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $519K | Hold |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $4.54M | Hold |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $10.7M | Buy |
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