Cary Street Partners Investment Advisory’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 | $15.7K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $171K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $538K | Buy |
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