Callan Capital’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
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $584K | Sell |
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|
2022
Q3 | $752K | Sell |
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|
2022
Q2 | $838K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $581K | Buy |
|