BCA
Bay Colony Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
12,290
+1,574
| +15% | +$38.5K | 0.04% | 346 |
|
|
2025
Q1 | $235K | Hold |
10,716
| – | – | 0.04% | 380 |
|
|
2024
Q4 | $248K | Buy |
10,716
+7,144
| +200% | +$166K | 0.04% | 376 |
|
|
2024
Q3 | $242K | Buy |
3,572
+1
| +0% | +$68 | 0.04% | 363 |
|
|
2024
Q2 | $229K | Hold |
3,571
| – | – | 0.04% | 362 |
|
|
2024
Q1 | $222K | Buy |
3,571
+1
| +0% | +$62 | 0.04% | 353 |
|
|
2023
Q4 | $201K | Buy |
+3,570
| New | +$201K | 0.04% | 356 |
|