Brown, Lisle/Cummings’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 | $3.08K | Hold |
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|
2025
Q2 | $2.86K | Hold |
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|
2025
Q1 | $2.58K | Hold |
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|
2024
Q4 | $2.71K | Hold |
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|
2024
Q3 | $2.65K | Hold |
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|
2024
Q2 | $2.51K | Hold |
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|
2024
Q1 | $2.42K | Hold |
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|
2023
Q4 | $2.2K | Hold |
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|
2023
Q3 | $1.97K | Hold |
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|
2023
Q2 | $2.04K | Hold |
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|
2023
Q1 | $1.89K | Hold |
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|
2022
Q4 | $1.76K | Hold |
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|
2022
Q3 | $1.65K | Buy |
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