Castle 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 | $8.07M | Sell |
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|
2025
Q2 | $7.64M | Sell |
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|
2025
Q1 | $7.31M | Sell |
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|
2024
Q4 | $7.82M | Sell |
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|
2024
Q3 | $8.67M | Sell |
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|
2024
Q2 | $8.44M | Sell |
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|
2024
Q1 | $8.98M | Sell |
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|
2023
Q4 | $8.48M | Sell |
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|
2023
Q3 | $7.94M | Sell |
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|
2023
Q2 | $8.62M | Sell |
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|
2023
Q1 | $8.2M | Sell |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $10.3M | Sell |
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|
2022
Q2 | $11.3M | Buy |
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