Blue Trust 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
Q3 | $623K | Buy |
|
|||||
|
2025
Q2 | $470K | Sell |
|
|||||
|
2025
Q1 | $425K | Sell |
|
|||||
|
2024
Q4 | $535K | Buy |
|
|||||
|
2024
Q3 | $449K | Sell |
|
|||||
|
2024
Q2 | $446K | Hold |
|
|||||
|
2024
Q1 | $446K | Sell |
|
|||||
|
2023
Q4 | $667K | Buy |
|
|||||
|
2023
Q3 | $397K | Sell |
|
|||||
|
2023
Q2 | $398K | Buy |
|
|||||
|
2023
Q1 | $315K | Sell |
|
|||||
|
2022
Q4 | $394K | Sell |
|
|||||
|
2022
Q3 | $450K | Buy |
|
|||||
|
2022
Q2 | $371K | Buy |
|