Capital Advisors Ltd’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
Q2 | $1.61M | Hold |
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|
2025
Q1 | $1.46M | Hold |
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|
2024
Q4 | $1.53M | Hold |
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|
2024
Q3 | $1.49M | Hold |
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|
2024
Q2 | $1.41M | Hold |
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|
2024
Q1 | $1.37M | Hold |
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|
2023
Q4 | $1.24M | Hold |
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|
2023
Q3 | $1.11M | Hold |
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|
2023
Q2 | $1.15M | Hold |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $3.81M | Buy |
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|
2022
Q3 | $932K | Hold |
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|
2022
Q2 | $983K | Buy |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $971K | Hold |
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|
2021
Q2 | $971K | Buy |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $732K | Hold |
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|
2020
Q3 | $649K | Buy |
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|
2020
Q2 | $18K | Buy |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $10K | Buy |
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