Bowman & Company’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 | $317K | Buy |
12,973
+37
| +0.3% | +$904 | 0.14% | 94 |
|
|
2025
Q1 | $286K | Buy |
12,936
+38
| +0.3% | +$839 | 0.14% | 95 |
|
|
2024
Q4 | $299K | Buy |
12,898
+577
| +5% | +$13.4K | 0.15% | 97 |
|
|
2024
Q3 | $279K | Buy |
12,321
+78
| +0.6% | +$1.76K | 0.15% | 93 |
|
|
2024
Q2 | $262K | Hold |
12,243
| – | – | 0.15% | 92 |
|
|
2024
Q1 | $253K | Buy |
12,243
+39
| +0.3% | +$807 | 0.15% | 92 |
|
|
2023
Q4 | $229K | Buy |
12,204
+48
| +0.4% | +$902 | 0.16% | 85 |
|
|
2023
Q3 | $205K | Buy |
12,156
+48
| +0.4% | +$810 | 0.16% | 84 |
|
|
2023
Q2 | $211K | Buy |
+12,108
| New | +$211K | 0.16% | 85 |
|