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Bellwether Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Buy |
1,390
+3
| +0.2% | +$73 | 0.01% | 248 |
|
|
2025
Q1 | $30.6K | Buy |
1,387
+4
| +0.3% | +$88 | 0.01% | 245 |
|
|
2024
Q4 | $32.1K | Buy |
+1,383
| New | +$32.1K | 0.01% | 256 |
|
|
2023
Q2 | – | Sell |
-46
| Closed | -$2.23K | – | 384 |
|
|
2023
Q1 | $2.23K | Hold |
46
| – | – | ﹤0.01% | 337 |
|
|
2022
Q4 | $2.08K | Hold |
46
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $2K | Buy |
46
+23
| +100% | +$1K | ﹤0.01% | 474 |
|
|
2021
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 378 |
|
|
2021
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 348 |
|
|
2020
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 304 |
|