Carmel Capital 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 | $440K | Hold |
18,010
| – | – | 0.15% | 95 |
|
|
2025
Q1 | $398K | Sell |
18,010
-20
| -0.1% | -$442 | 0.16% | 107 |
|
|
2024
Q4 | $418K | Hold |
18,030
| – | – | 0.17% | 95 |
|
|
2024
Q3 | $408K | Buy |
18,030
+450
| +3% | +$10.2K | 0.16% | 103 |
|
|
2024
Q2 | $377K | Hold |
17,580
| – | – | 0.16% | 98 |
|
|
2024
Q1 | $364K | Sell |
17,580
-300
| -2% | -$6.21K | 0.15% | 100 |
|
|
2023
Q4 | $336K | Hold |
17,880
| – | – | 0.17% | 101 |
|
|
2023
Q3 | $302K | Sell |
17,880
-4,875
| -21% | -$82.2K | 0.14% | 109 |
|
|
2023
Q2 | $397K | Buy |
22,755
+924
| +4% | +$16.1K | 0.2% | 78 |
|
|
2023
Q1 | $352K | Hold |
21,831
| – | – | 0.21% | 85 |
|
|
2022
Q4 | $329K | Buy |
+21,831
| New | +$329K | 0.23% | 91 |
|