Berkeley Inc’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 | $4.99M | Sell |
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|
2025
Q1 | $4.63M | Sell |
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|
2024
Q4 | $5.64M | Sell |
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|
2024
Q3 | $9.78M | Buy |
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|
2024
Q2 | $4.66M | Sell |
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|
2024
Q1 | $4.67M | Sell |
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|
2023
Q4 | $4.37M | Sell |
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|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | $3.98M | Buy |
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|
2023
Q1 | $3.61M | Buy |
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|
2022
Q4 | $3.3M | Buy |
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|
2022
Q3 | $3.09M | Sell |
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|
2022
Q2 | $3.26M | Sell |
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|
2022
Q1 | $5.38M | Buy |
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|
2021
Q4 | $5.33M | Buy |
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|
2021
Q3 | $4.87M | Buy |
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|
2021
Q2 | $4.85M | Sell |
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|
2021
Q1 | $4.53M | Buy |
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|
2020
Q4 | $4.24M | Buy |
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