Capital Analysts LLC’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 | $1.35M | Buy |
|
|||||
|
2025
Q2 | $1.24M | Buy |
|
|||||
|
2025
Q1 | $1.04M | Sell |
|
|||||
|
2024
Q4 | $1.1M | Sell |
|
|||||
|
2024
Q3 | $1.35M | Buy |
|
|||||
|
2024
Q2 | $493K | Buy |
|
|||||
|
2024
Q1 | $163K | Buy |
|
|||||
|
2023
Q4 | $62K | Buy |
|
|||||
|
2023
Q3 | $55K | Buy |
|
|||||
|
2023
Q2 | $57K | Buy |
|
|||||
|
2023
Q1 | $52K | Buy |
|
|||||
|
2022
Q4 | $49K | Buy |
|
|||||
|
2022
Q3 | $45K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $9K | Buy |
|