Brio Consultants’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 | $554K | Buy |
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|
2025
Q2 | $494K | Buy |
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|
2025
Q1 | $384K | Buy |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $374K | Buy |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $268K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.37M | Sell |
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|
2021
Q3 | $3.22M | Sell |
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|
2021
Q2 | $3.51M | Sell |
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|
2021
Q1 | $3.59M | Sell |
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|
2020
Q4 | $3.46M | Sell |
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|
2020
Q3 | $5.74M | Sell |
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|
2020
Q2 | $5.42M | Sell |
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|
2020
Q1 | $5.09M | Sell |
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|
2019
Q4 | $6.42M | Sell |
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|
2019
Q3 | $5.99M | Sell |
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|
2019
Q2 | $6.13M | Buy |
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|
2019
Q1 | $5.88M | Buy |
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