Brown Wealth Management’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 | $253K | Sell |
10,351
-433
| -4% | -$10.6K | 0.08% | 87 |
|
|
2025
Q1 | $238K | Buy |
10,784
+10
| +0.1% | +$221 | 0.08% | 84 |
|
|
2024
Q4 | $250K | Sell |
10,774
-362
| -3% | -$8.39K | 0.09% | 72 |
|
|
2024
Q3 | $252K | Sell |
11,136
-453
| -4% | -$10.2K | 0.09% | 74 |
|
|
2024
Q2 | $248K | Sell |
11,589
-1,755
| -13% | -$37.6K | 0.1% | 76 |
|
|
2024
Q1 | $276K | Sell |
13,344
-1,235,382
| -99% | -$25.6M | 0.11% | 71 |
|
|
2023
Q4 | $23.5M | Buy |
1,248,726
+14,415
| +1% | +$271K | 10.39% | 2 |
|
|
2023
Q3 | $20.8M | Sell |
1,234,311
-88,899
| -7% | -$1.5M | 9.91% | 2 |
|
|
2023
Q2 | $23.1M | Buy |
+1,323,210
| New | +$23.1M | 11.94% | 1 |
|