Bradley Foster & Sargent’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 | $4.68M | Sell |
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|
2025
Q2 | $4.41M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.39M | Hold |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $1.07M | Hold |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $952K | Hold |
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|
2022
Q4 | $889K | Hold |
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|
2022
Q3 | $834K | Sell |
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|
2022
Q2 | $950K | Buy |
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|
2022
Q1 | $1.03M | Buy |
|