Bordeaux Wealth Advisors’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 | $388K | Sell |
15,864
-3,871
| -20% | -$94.6K | 0.05% | 104 |
|
|
2025
Q1 | $436K | Sell |
19,735
-73
| -0.4% | -$1.61K | 0.08% | 95 |
|
|
2024
Q4 | $459K | Sell |
19,808
-826
| -4% | -$19.1K | 0.07% | 91 |
|
|
2024
Q3 | $467K | Buy |
20,634
+7,137
| +53% | +$161K | 0.08% | 95 |
|
|
2024
Q2 | $289K | Buy |
13,497
+750
| +6% | +$16.1K | 0.06% | 110 |
|
|
2024
Q1 | $264K | Buy |
12,747
+630
| +5% | +$13K | 0.09% | 89 |
|
|
2023
Q4 | $228K | Sell |
12,117
-1,236
| -9% | -$23.2K | 0.08% | 99 |
|
|
2023
Q3 | $225K | Hold |
13,353
| – | – | 0.09% | 86 |
|
|
2023
Q2 | $233K | Sell |
13,353
-10,815
| -45% | -$189K | 0.1% | 90 |
|
|
2023
Q1 | $390K | Buy |
+24,168
| New | +$390K | 0.2% | 71 |
|