Caitlin John’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
Q1 | – | Sell |
-2,739
| Closed | -$63.5K | – | 651 |
|
|
2024
Q4 | $63.5K | Sell |
2,739
-5,478
| -67% | -$127K | 0.04% | 198 |
|
|
2024
Q3 | $64.8K | Buy |
8,217
+5,478
| +200% | +$43.2K | 0.04% | 204 |
|
|
2024
Q2 | $58.7K | Hold |
2,739
| – | – | 0.04% | 223 |
|
|
2024
Q1 | $56.7K | Hold |
2,739
| – | – | 0.04% | 214 |
|
|
2023
Q4 | $51.5K | Buy |
+2,739
| New | +$51.5K | 0.04% | 212 |
|