Castleview 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
Q1 | – | Sell |
-1,058
| Closed | -$24.5K | – | 482 |
|
|
2024
Q4 | $24.5K | Sell |
1,058
-253
| -19% | -$5.86K | 0.01% | 440 |
|
|
2024
Q3 | $29.6K | Buy |
1,311
+978
| +294% | +$22.1K | 0.02% | 399 |
|
|
2024
Q2 | $7.13K | Sell |
333
-2,844
| -90% | -$60.9K | ﹤0.01% | 574 |
|
|
2024
Q1 | $65.7K | Buy |
3,177
+1,692
| +114% | +$35K | 0.04% | 308 |
|
|
2023
Q4 | $27.9K | Sell |
1,485
-4,095
| -73% | -$76.9K | 0.02% | 389 |
|
|
2023
Q3 | $94.1K | Buy |
+5,580
| New | +$94.1K | 0.09% | 183 |
|