Carmel Capital Partners’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 | $510K | Buy |
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|
2025
Q2 | $440K | Hold |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $418K | Hold |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $377K | Hold |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $329K | Buy |
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