Beacon Investment Advisory Services’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 | $652K | Buy |
26,696
+366
| +1% | +$8.95K | 0.03% | 153 |
|
|
2025
Q1 | $581K | Buy |
26,330
+1,731
| +7% | +$38.2K | 0.03% | 154 |
|
|
2024
Q4 | $570K | Buy |
24,599
+7,358
| +43% | +$171K | 0.02% | 159 |
|
|
2024
Q3 | $390K | Buy |
17,241
+2,928
| +20% | +$66.2K | 0.02% | 198 |
|
|
2024
Q2 | $307K | Buy |
14,313
+1,713
| +14% | +$36.7K | 0.01% | 220 |
|
|
2024
Q1 | $261K | Sell |
12,600
-2,502
| -17% | -$51.8K | 0.01% | 235 |
|
|
2023
Q4 | $284K | Sell |
15,102
-17,262
| -53% | -$325K | 0.01% | 229 |
|
|
2023
Q3 | $546K | Sell |
32,364
-315
| -1% | -$5.31K | 0.03% | 186 |
|
|
2023
Q2 | $570K | Buy |
32,679
+2,814
| +9% | +$49.1K | 0.03% | 186 |
|
|
2023
Q1 | $482K | Buy |
29,865
+5,685
| +24% | +$91.7K | 0.02% | 190 |
|
|
2022
Q4 | $364K | Sell |
24,180
-3
| -0% | -$45 | 0.02% | 209 |
|
|
2022
Q3 | $341K | Sell |
24,183
-2,238
| -8% | -$31.6K | 0.02% | 219 |
|
|
2022
Q2 | $393K | Buy |
26,421
+1,200
| +5% | +$17.8K | 0.02% | 213 |
|
|
2022
Q1 | $453K | Sell |
25,221
-1,275
| -5% | -$22.9K | 0.02% | 217 |
|
|
2021
Q4 | $503K | Buy |
26,496
+1,932
| +8% | +$36.7K | 0.02% | 215 |
|
|
2021
Q3 | $426K | Sell |
24,564
-774
| -3% | -$13.4K | 0.02% | 221 |
|
|
2021
Q2 | $439K | Buy |
+25,338
| New | +$439K | 0.02% | 220 |
|