Capasso Planning Partners’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 | $1.34M | Sell |
55,025
-19,193
| -26% | -$469K | 0.76% | 22 |
|
|
2025
Q1 | $1.64M | Sell |
74,218
-3,396
| -4% | -$75K | 0.69% | 30 |
|
|
2024
Q4 | $1.8M | Sell |
77,614
-40,586
| -34% | -$941K | 0.72% | 29 |
|
|
2024
Q3 | $2.67M | Sell |
118,200
-13,533
| -10% | -$306K | 0.79% | 24 |
|
|
2024
Q2 | $2.82M | Buy |
131,733
+70,902
| +117% | +$1.52M | 0.92% | 26 |
|
|
2024
Q1 | $1.26M | Buy |
60,831
+10,212
| +20% | +$211K | 0.52% | 41 |
|
|
2023
Q4 | $952K | Buy |
50,619
+3,402
| +7% | +$64K | 0.44% | 40 |
|
|
2023
Q3 | $796K | Sell |
47,217
-351
| -0.7% | -$5.92K | 0.43% | 37 |
|
|
2023
Q2 | $830K | Sell |
47,568
-3,597
| -7% | -$62.8K | 0.45% | 39 |
|
|
2023
Q1 | $825K | Sell |
51,165
-750
| -1% | -$12.1K | 0.48% | 39 |
|
|
2022
Q4 | $781K | Hold |
51,915
| – | – | 0.5% | 38 |
|
|
2022
Q3 | $733K | Buy |
51,915
+32,649
| +169% | +$461K | 0.51% | 39 |
|
|
2022
Q2 | $287K | Sell |
19,266
-1,206
| -6% | -$18K | 0.2% | 63 |
|
|
2022
Q1 | $367K | Buy |
20,472
+3,210
| +19% | +$57.5K | 0.26% | 63 |
|
|
2021
Q4 | $327K | Buy |
+17,262
| New | +$327K | 0.24% | 60 |
|