Beaird Harris 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
Q3 | $703K | Buy |
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|
2025
Q2 | $651K | Sell |
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|
2025
Q1 | $590K | Buy |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q3 | $601K | Buy |
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|
2024
Q2 | $566K | Hold |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $534K | Sell |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $761K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $55K | Buy |
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