Capital Planning’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 | $1.01M | Buy |
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|
2025
Q2 | $588K | Buy |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $723K | Buy |
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|
2024
Q3 | $705K | Sell |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $5.5M | Sell |
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|
2023
Q2 | $6.04M | Buy |
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|
2023
Q1 | $4.07M | Sell |
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|
2022
Q4 | $4.31M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.42M | Buy |
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|
2021
Q4 | $6.42M | Sell |
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|
2021
Q3 | $8.24M | Buy |
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|
2021
Q2 | $6.86M | Buy |
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|
2021
Q1 | $4.77M | Buy |
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|
2020
Q4 | $1.98M | Buy |
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