Barden Capital Management’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 | $6.7M | Sell |
274,107
-7,033
| -3% | -$172K | 5.87% | 2 |
|
|
2025
Q1 | $6.21M | Buy |
281,140
+2,900
| +1% | +$64K | 5.52% | 1 |
|
|
2024
Q4 | $6.45M | Buy |
278,240
+11,069
| +4% | +$257K | 5.53% | 2 |
|
|
2024
Q3 | $6.04M | Buy |
267,171
+11,391
| +4% | +$258K | 5.31% | 2 |
|
|
2024
Q2 | $5.48M | Sell |
255,780
-2,322
| -0.9% | -$49.7K | 5.16% | 2 |
|
|
2024
Q1 | $5.34M | Sell |
258,102
-135,495
| -34% | -$2.8M | 5.16% | 1 |
|
|
2023
Q4 | $6.64M | Hold |
393,597
| – | – | 5.41% | 1 |
|
|
2023
Q3 | $6.64M | Buy |
393,597
+95,307
| +32% | +$1.61M | 6.46% | 1 |
|
|
2023
Q2 | $5.21M | Sell |
298,290
-107,826
| -27% | -$1.88M | 5.73% | 1 |
|
|
2023
Q1 | $6.55M | Buy |
406,116
+3,459
| +0.9% | +$55.8K | 6.26% | 1 |
|
|
2022
Q4 | $6.06M | Buy |
402,657
+17,508
| +5% | +$263K | 6.21% | 1 |
|
|
2022
Q3 | $5.44M | Buy |
385,149
+5,730
| +2% | +$80.9K | 6.33% | 1 |
|
|
2022
Q2 | $5.65M | Buy |
379,419
+40,332
| +12% | +$600K | 6.12% | 1 |
|
|
2022
Q1 | $6.09M | Buy |
339,087
+48,045
| +17% | +$862K | 5.97% | 1 |
|
|
2021
Q4 | $5.52M | Buy |
+291,042
| New | +$5.52M | 5.26% | 1 |
|