Carolina Wealth Advisors’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 | $1.11M | Sell |
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|
2025
Q2 | $5.04M | Sell |
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|
2025
Q1 | $4.64M | Sell |
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|
2024
Q4 | $5.03M | Sell |
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|
2024
Q3 | $5.47M | Sell |
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|
2024
Q2 | $5.37M | Buy |
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|
2024
Q1 | $4.83M | Sell |
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|
2023
Q4 | $4.56M | Sell |
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|
2023
Q3 | $4.17M | Sell |
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|
2023
Q2 | $4.85M | Buy |
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|
2023
Q1 | $4.43M | Sell |
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|
2022
Q4 | $4.43M | Sell |
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|
2022
Q3 | $4.24M | Buy |
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|
2022
Q2 | $4.43M | Sell |
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|
2022
Q1 | $5.65M | Buy |
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|
2021
Q4 | $5.92M | Buy |
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|
2021
Q3 | $5.37M | Buy |
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|
2021
Q2 | $5.32M | Buy |
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|
2021
Q1 | $4.77M | Sell |
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|
2020
Q4 | $4.67M | Buy |
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|
2020
Q3 | $3.71M | Buy |
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|
2020
Q2 | $3.26M | Buy |
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|
2020
Q1 | $2.65M | Buy |
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|
2019
Q4 | $3.29M | Buy |
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