Brown, Lisle/Cummings’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 | $2.86K | Hold |
117
| – | – | ﹤0.01% | 618 |
|
|
2025
Q1 | $2.58K | Hold |
117
| – | – | ﹤0.01% | 625 |
|
|
2024
Q4 | $2.71K | Hold |
117
| – | – | ﹤0.01% | 586 |
|
|
2024
Q3 | $2.65K | Hold |
117
| – | – | ﹤0.01% | 561 |
|
|
2024
Q2 | $2.51K | Hold |
117
| – | – | ﹤0.01% | 551 |
|
|
2024
Q1 | $2.42K | Hold |
117
| – | – | ﹤0.01% | 517 |
|
|
2023
Q4 | $2.2K | Hold |
117
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $1.97K | Hold |
117
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $2.04K | Hold |
117
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $1.89K | Hold |
117
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $1.76K | Hold |
117
| – | – | ﹤0.01% | 484 |
|
|
2022
Q3 | $1.65K | Buy |
+117
| New | +$1.65K | ﹤0.01% | 476 |
|