Cassaday & Co Wealth Management’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 | $1.08M | Buy |
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|
2025
Q2 | $997K | Buy |
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|
2025
Q1 | $891K | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $637K | Hold |
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|
2024
Q2 | $603K | Sell |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $655K | Buy |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $478K | Hold |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $413K | Buy |
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