BlackDiamond Wealth 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
Q3 | $668K | Sell |
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|
2025
Q2 | $640K | Sell |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $677K | Sell |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $588K | Sell |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $688K | Buy |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $344K | Buy |
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