Carr Financial Group’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 | $4.62M | Sell |
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|
2025
Q2 | $20.5M | Sell |
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|
2025
Q1 | $22.2M | Buy |
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|
2024
Q4 | $22.4M | Buy |
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|
2024
Q3 | $20.7M | Sell |
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|
2024
Q2 | $22.4M | Buy |
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|
2024
Q1 | $20.9M | Buy |
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|
2023
Q4 | $17.1M | Buy |
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|
2023
Q3 | $10.4M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $9.5M | Buy |
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|
2022
Q4 | $7.94M | Buy |
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