Cascade Financial 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 | $822K | Sell |
33,618
-27
| -0.1% | -$660 | 0.1% | 125 |
|
|
2025
Q1 | $743K | Buy |
33,645
+580
| +2% | +$12.8K | 0.09% | 127 |
|
|
2024
Q4 | $766K | Sell |
33,065
-64,165
| -66% | -$1.49M | 0.1% | 118 |
|
|
2024
Q3 | $746K | Buy |
97,230
+63,894
| +192% | +$490K | 0.09% | 120 |
|
|
2024
Q2 | $714K | Sell |
33,336
-1,923
| -5% | -$41.2K | 0.09% | 118 |
|
|
2024
Q1 | $712K | Buy |
+35,259
| New | +$712K | 0.1% | 118 |
|