Capasso Planning Partners’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
Q3 | $735K | Sell |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $2.67M | Sell |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $952K | Buy |
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|
2023
Q3 | $796K | Sell |
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|
2023
Q2 | $830K | Sell |
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|
2023
Q1 | $825K | Sell |
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|
2022
Q4 | $781K | Hold |
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|
2022
Q3 | $733K | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $327K | Buy |
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