CCG Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

CCG Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.31M	Sell	89,940 -8,275	-8%	-$222K	0.63%	30
2025 Q4	$2.64M	Buy	98,215 +2	+0%	+$53	1.13%	14
2025 Q3	$2.59M	Sell	98,213 -597	-0.6%	-$15.2K	1.22%	15
2025 Q2	$2.41M	Sell	98,810 -434	-0.4%	-$9.81K	1.27%	16
2025 Q1	$2.19M	Sell	99,244 -1,903	-2%	-$44.3K	1.31%	15
2024 Q4	$2.34M	Buy	101,147 +2	+0%	+$47	1.31%	15
2024 Q3	$2.29M	Sell	101,145 -1,857	-2%	-$40.5K	1.28%	14
2024 Q2	$2.21M	Sell	103,002 -3,051	-3%	-$63K	1.24%	16
2024 Q1	$2.19M	Sell	106,053 -20,928	-16%	-$412K	1.32%	14
2023 Q4	$2.39M	Sell	126,981 -7,176	-5%	-$126K	1.6%	12
2023 Q3	$2.26M	Buy	134,157 +51	+0%	+$895	1.48%	13
2023 Q2	$2.34M	Sell	134,106 -258	-0.2%	-$4.26K	1.47%	14
2023 Q1	$2.17M	Sell	134,364 -105	-0.1%	-$1.65K	1.43%	15
2022 Q4	$2.02M	Buy	134,469 +33,567	+33%	+$508K	1.13%	17
2022 Q3	$1.42M	Sell	100,902 -2,367	-2%	-$37.1K	0.87%	19
2022 Q2	$1.54M	Sell	103,269 -1,083	-1%	-$17.5K	0.87%	19
2022 Q1	$1.87M	Sell	104,352 -2,724	-3%	-$48.2K	0.92%	20
2021 Q4	$2.03M	Sell	107,076 -1,632	-2%	-$30.1K	1.06%	20
2021 Q3	$1.89M	Sell	108,708 -3,024	-3%	-$53.9K	1.1%	22
2021 Q2	$1.94M	Sell	111,732 -528	-0.5%	-$8.91K	1.5%	14
2021 Q1	$1.8M	Sell	112,260 -2,658	-2%	-$41.6K	1.77%	12
2020 Q4	$1.74M	Sell	114,918 -73,044	-39%	-$1.05M	1.84%	14
2020 Q3	$2.53M	Sell	187,962 -3,324	-2%	-$44.2K	2.37%	12
2020 Q2	$2.36M	Sell	191,286 -535,512	-74%	-$6.24M	2.2%	12
2020 Q1	$7.42M	Sell	726,798 -371,466	-34%	-$4.51M	7.13%	3
2019 Q4	$14.1M	Sell	1,098,264 -103,698	-9%	-$1.27M	8.9%	1
2019 Q3	$14.2M	Sell	1,201,962 -91,476	-7%	-$1.08M	9.69%	2
2019 Q2	$15.1M	Sell	1,293,438 -17,988	-1%	-$207K	10.81%	2
2019 Q1	$14.8M	Sell	1,311,426 -47,010	-3%	-$509K	11.86%	1
2018 Q4	$13.5M	Buy	+1,358,436	New	+$14.6M	13.15%	1