Bleakley Financial Group’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 | $40M | Buy |
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|
2025
Q1 | $8.79M | Buy |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $2.75M | Buy |
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|
2024
Q1 | $2.5M | Sell |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.32M | Buy |
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|
2023
Q1 | $2.14M | Buy |
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|
2022
Q4 | $1.71M | Buy |
|