Birchbrook’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 | $5.8M | Sell |
237,395
-15,754
| -6% | -$385K | 3.11% | 8 |
|
|
2025
Q1 | $5.59M | Buy |
253,149
+9,228
| +4% | +$204K | 3.14% | 7 |
|
|
2024
Q4 | $5.65M | Sell |
243,921
-6,012
| -2% | -$139K | 3.21% | 6 |
|
|
2024
Q3 | $5.65M | Buy |
249,933
+771
| +0.3% | +$17.4K | 3.13% | 7 |
|
|
2024
Q2 | $5.34M | Sell |
249,162
-2,445
| -1% | -$52.4K | 3.2% | 7 |
|
|
2024
Q1 | $5.2M | Sell |
251,607
-44,727
| -15% | -$925K | 3.1% | 7 |
|
|
2023
Q4 | $5.57M | Buy |
+296,334
| New | +$5.57M | 3.67% | 5 |
|