Bennett Selby Investments’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
Q3 | $332K | Hold |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $285K | Hold |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $243K | Buy |
|