CBIZ Investment Advisory Services’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 | $134K | Hold |
5,472
| – | – | 0.01% | 60 |
|
|
2025
Q1 | $121K | Hold |
5,472
| – | – | 0.01% | 62 |
|
|
2024
Q4 | $127K | Hold |
5,472
| – | – | 0.01% | 61 |
|
|
2024
Q3 | $124K | Hold |
5,472
| – | – | 0.01% | 61 |
|
|
2024
Q2 | $118K | Buy |
+5,472
| New | +$118K | 0.01% | 64 |
|
|
2021
Q1 | – | Hold |
0
| – | -$55K | – | 112 |
|
|
2020
Q4 | – | Hold |
0
| – | -$108K | – | 57 |
|
|
2020
Q3 | – | Hold |
0
| – | -$99K | – | 46 |
|
|
2020
Q2 | – | Hold |
0
| – | -$90K | – | 50 |
|
|
2020
Q1 | – | Hold |
0
| – | -$113K | – | 52 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 56 |
|