BCS Wealth Management’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 | $19.5M | Buy |
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|
2025
Q1 | $14.8M | Sell |
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|
2024
Q4 | $17.3M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $15.8M | Sell |
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|
2023
Q4 | $14.6M | Sell |
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|
2023
Q3 | $13.5M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $14.6M | Buy |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $11.3M | Sell |
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|
2022
Q1 | $13.9M | Sell |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $13.5M | Buy |
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|
2021
Q2 | $13.4M | Buy |
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|
2021
Q1 | $12.4M | Sell |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $10.1M | Sell |
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|
2020
Q2 | $9.57M | Buy |
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|
2020
Q1 | $7.42M | Buy |
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|
2019
Q4 | $6.91M | Buy |
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