Bennett Selby Investments’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 | $308K | Hold |
12,612
| – | – | 0.11% | 66 |
|
|
2025
Q1 | $278K | Hold |
12,612
| – | – | 0.11% | 67 |
|
|
2024
Q4 | $292K | Hold |
12,612
| – | – | 0.12% | 63 |
|
|
2024
Q3 | $285K | Hold |
12,612
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $270K | Hold |
12,612
| – | – | 0.12% | 60 |
|
|
2024
Q1 | $261K | Hold |
12,612
| – | – | 0.12% | 60 |
|
|
2023
Q4 | $237K | Hold |
12,612
| – | – | 0.12% | 58 |
|
|
2023
Q3 | $213K | Hold |
12,612
| – | – | 0.12% | 55 |
|
|
2023
Q2 | $220K | Hold |
12,612
| – | – | 0.13% | 54 |
|
|
2023
Q1 | $203K | Sell |
12,612
-801
| -6% | -$12.9K | 0.13% | 54 |
|
|
2022
Q4 | $202K | Buy |
+13,413
| New | +$202K | 0.15% | 55 |
|
|
2022
Q3 | – | Sell |
-14,133
| Closed | -$210K | – | 55 |
|
|
2022
Q2 | $210K | Buy |
14,133
+609
| +5% | +$9.05K | 0.16% | 53 |
|
|
2022
Q1 | $243K | Buy |
+13,524
| New | +$243K | 0.15% | 60 |
|