Briaud Financial Planning’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 | $22K | Hold |
903
| – | – | 0.01% | 162 |
|
|
2025
Q1 | $19K | Hold |
903
| – | – | 0.01% | 129 |
|
|
2024
Q4 | $20K | Hold |
903
| – | – | 0.01% | 123 |
|
|
2024
Q3 | $20K | Hold |
903
| – | – | 0.01% | 97 |
|
|
2024
Q2 | $19K | Hold |
903
| – | – | 0.01% | 91 |
|
|
2024
Q1 | $19K | Buy |
+903
| New | +$19K | 0.01% | 89 |
|
|
2023
Q4 | – | Sell |
-903
| Closed | -$15K | – | 134 |
|
|
2023
Q3 | $15K | Buy |
+903
| New | +$15K | 0.01% | 97 |
|