Beacon Investment Advisory Services’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
Q3 | $711K | Buy |
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|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $581K | Buy |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $503K | Buy |
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|
2021
Q3 | $426K | Sell |
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|
2021
Q2 | $439K | Buy |
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