CAL
Capital Advisors Ltd’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Hold |
66,021
| – | – | 0.2% | 73 |
|
|
2025
Q1 | $1.46M | Hold |
66,021
| – | – | 0.19% | 72 |
|
|
2024
Q4 | $1.53M | Buy |
66,021
+44,014
| +200% | +$1.02M | 0.19% | 73 |
|
|
2024
Q3 | $1.49M | Hold |
22,007
| – | – | 0.19% | 71 |
|
|
2024
Q2 | $1.41M | Hold |
22,007
| – | – | 0.18% | 73 |
|
|
2024
Q1 | $1.37M | Hold |
22,007
| – | – | 0.18% | 74 |
|
|
2023
Q4 | $1.24M | Hold |
22,007
| – | – | 0.17% | 77 |
|
|
2023
Q3 | $1.11M | Hold |
22,007
| – | – | 0.17% | 84 |
|
|
2023
Q2 | $1.15M | Hold |
22,007
| – | – | 0.17% | 83 |
|
|
2023
Q1 | $1.06M | Sell |
22,007
-62,335
| -74% | -$3.01M | 0.17% | 80 |
|
|
2022
Q4 | $3.81M | Buy |
84,342
+62,335
| +283% | +$2.81M | 0.66% | 32 |
|
|
2022
Q3 | $932K | Hold |
22,007
| – | – | 0.18% | 81 |
|
|
2022
Q2 | $983K | Buy |
22,007
+21,792
| +10,136% | +$973K | 0.18% | 77 |
|
|
2022
Q1 | $13K | Sell |
215
-9,122
| -98% | -$552K | ﹤0.01% | 493 |
|
|
2021
Q4 | $1.06M | Hold |
9,337
| – | – | 0.17% | 79 |
|
|
2021
Q3 | $971K | Hold |
9,337
| – | – | 0.17% | 73 |
|
|
2021
Q2 | $971K | Buy |
9,337
+500
| +6% | +$52K | 0.17% | 73 |
|
|
2021
Q1 | $849K | Buy |
8,837
+792
| +10% | +$76.1K | 0.16% | 78 |
|
|
2020
Q4 | $732K | Hold |
8,045
| – | – | 0.16% | 80 |
|
|
2020
Q3 | $649K | Buy |
8,045
+7,800
| +3,184% | +$629K | 0.16% | 78 |
|
|
2020
Q2 | $18K | Buy |
245
+109
| +80% | +$8.01K | ﹤0.01% | 334 |
|
|
2020
Q1 | $8K | Hold |
136
| – | – | ﹤0.01% | 382 |
|
|
2019
Q4 | $10K | Buy |
+136
| New | +$10K | ﹤0.01% | 353 |
|