Beaird Harris Wealth Management’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 | $651K | Sell |
26,640
-88
| -0.3% | -$2.15K | 0.05% | 80 |
|
|
2025
Q1 | $590K | Buy |
26,728
+74
| +0.3% | +$1.63K | 0.05% | 75 |
|
|
2024
Q4 | $618K | Buy |
26,654
+80
| +0.3% | +$1.85K | 0.05% | 76 |
|
|
2024
Q3 | $601K | Buy |
26,574
+150
| +0.6% | +$3.39K | 0.05% | 79 |
|
|
2024
Q2 | $566K | Hold |
26,424
| – | – | 0.05% | 72 |
|
|
2024
Q1 | $547K | Sell |
26,424
-2,004
| -7% | -$41.5K | 0.05% | 71 |
|
|
2023
Q4 | $534K | Sell |
28,428
-327
| -1% | -$6.15K | 0.06% | 63 |
|
|
2023
Q3 | $485K | Buy |
28,755
+96
| +0.3% | +$1.62K | 0.06% | 60 |
|
|
2023
Q2 | $500K | Sell |
28,659
-18,561
| -39% | -$324K | 0.06% | 59 |
|
|
2023
Q1 | $761K | Buy |
47,220
+32,442
| +220% | +$523K | 0.14% | 42 |
|
|
2022
Q4 | $222K | Buy |
14,778
+11,862
| +407% | +$179K | 0.04% | 83 |
|
|
2022
Q3 | $41K | Hold |
2,916
| – | – | 0.01% | 174 |
|
|
2022
Q2 | $43K | Hold |
2,916
| – | – | 0.01% | 146 |
|
|
2022
Q1 | $52K | Hold |
2,916
| – | – | 0.02% | 187 |
|
|
2021
Q4 | $55K | Buy |
+2,916
| New | +$55K | 0.02% | 224 |
|