CCA
Cadent Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
18,760
+10
| +0.1% | +$244 | 0.15% | 98 |
|
|
2025
Q1 | $414K | Buy |
18,750
+11
| +0.1% | +$243 | 0.15% | 86 |
|
|
2024
Q4 | $434K | Buy |
18,739
+12,496
| +200% | +$290K | 0.15% | 89 |
|
|
2024
Q3 | $424K | Buy |
6,243
+7
| +0.1% | +$475 | 0.13% | 89 |
|
|
2024
Q2 | $401K | Hold |
6,236
| – | – | 0.16% | 79 |
|
|
2024
Q1 | $387K | Buy |
6,236
+1,136
| +22% | +$70.5K | 0.15% | 74 |
|
|
2023
Q4 | $288K | Hold |
5,100
| – | – | 0.14% | 84 |
|
|
2023
Q3 | $258K | Hold |
5,100
| – | – | 0.11% | 97 |
|
|
2023
Q2 | $267K | Buy |
+5,100
| New | +$267K | 0.16% | 96 |
|