Cadence Wealth Management’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
Q2 | $322K | Buy |
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|
2025
Q1 | $271K | Buy |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $204K | Buy |
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