BOS Asset Management’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 | $326K | Hold |
13,332
| – | – | 0.1% | 129 |
|
|
2025
Q1 | $294K | Hold |
13,332
| – | – | 0.1% | 126 |
|
|
2024
Q4 | $309K | Hold |
13,332
| – | – | 0.11% | 118 |
|
|
2024
Q3 | $302K | Hold |
13,332
| – | – | 0.11% | 118 |
|
|
2024
Q2 | $286K | Sell |
13,332
-1,110
| -8% | -$23.8K | 0.13% | 118 |
|
|
2024
Q1 | $299K | Sell |
14,442
-36,156
| -71% | -$748K | 0.16% | 105 |
|
|
2023
Q4 | $951K | Buy |
+50,598
| New | +$951K | 0.65% | 37 |
|