CBIZ Investment Advisory Services’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 | $144K | Hold |
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|
2025
Q2 | $134K | Hold |
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|
2025
Q1 | $121K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $124K | Hold |
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|
2024
Q2 | $118K | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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