Cambridge Financial Group (Arizona)’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 | $4.7M | Sell |
192,239
-1,796
| -0.9% | -$43.9K | 1.76% | 12 |
|
|
2025
Q1 | $4.28M | Buy |
194,035
+837
| +0.4% | +$18.4K | 1.82% | 12 |
|
|
2024
Q4 | $4.48M | Sell |
193,198
-2,417
| -1% | -$56K | 1.91% | 12 |
|
|
2024
Q3 | $4.42M | Sell |
195,615
-771
| -0.4% | -$17.4K | 1.84% | 12 |
|
|
2024
Q2 | $4.21M | Buy |
196,386
+19,407
| +11% | +$416K | 1.92% | 12 |
|
|
2024
Q1 | $3.66M | Sell |
176,979
-1,323
| -0.7% | -$27.4K | 1.74% | 13 |
|
|
2023
Q4 | $3.35M | Buy |
+178,302
| New | +$3.35M | 1.75% | 12 |
|