Beam Wealth Advisors’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 | $972K | Sell |
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|
2025
Q1 | $885K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $866K | Buy |
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|
2023
Q4 | $785K | Buy |
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|
2023
Q3 | $665K | Buy |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $254K | Buy |
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|
2020
Q4 | $233K | Buy |
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