BBA
BLB&B Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,634
| Closed | -$235K | – | 279 |
|
|
2025
Q1 | $235K | Buy |
+10,634
| New | +$235K | 0.01% | 249 |
|
|
2024
Q4 | – | Sell |
-6,686
| Closed | -$454K | – | 285 |
|
|
2024
Q3 | $454K | Buy |
+6,686
| New | +$454K | 0.02% | 181 |
|
|
2024
Q1 | – | Sell |
-8,370
| Closed | -$472K | – | 281 |
|
|
2023
Q4 | $472K | Buy |
8,370
+1,218
| +17% | +$68.7K | 0.03% | 167 |
|
|
2023
Q3 | $362K | Hold |
7,152
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $375K | Buy |
+7,152
| New | +$375K | 0.03% | 180 |
|