Belpointe Asset 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
Q2 | $33.7M | Sell |
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|
2025
Q1 | $30.6M | Buy |
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|
2024
Q4 | $906K | Sell |
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|
2024
Q3 | $939K | Buy |
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|
2024
Q2 | $698K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $2.96M | Sell |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $2.98M | Sell |
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|
2021
Q2 | $3.16M | Sell |
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|
2021
Q1 | $3M | Sell |
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|
2020
Q4 | $3.6M | Sell |
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|
2020
Q3 | $3.19M | Sell |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $4.19M | Buy |
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|
2019
Q4 | $5.17M | Buy |
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|
2019
Q3 | $4.72M | Sell |
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|
2019
Q2 | $4.68M | Sell |
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|
2019
Q1 | $13.6M | Buy |
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|
2018
Q4 | $3.58M | Sell |
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|
2018
Q3 | $4.74M | Buy |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $572K | Buy |
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|
2017
Q4 | $468K | Sell |
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|
2017
Q3 | $441K | Buy |
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