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
2025 Q2	$2.41M	Sell
2025 Q1	$2.19M	Sell
2024 Q4	$2.34M	Buy
2024 Q3	$2.29M	Sell
2024 Q2	$2.21M	Sell
2024 Q1	$2.19M	Sell
2023 Q4	$2.39M	Sell
2023 Q3	$2.26M	Buy
2023 Q2	$2.34M	Sell
2023 Q1	$2.17M	Sell
2022 Q4	$2.02M	Buy
2022 Q3	$1.42M	Sell
2022 Q2	$1.54M	Sell
2022 Q1	$1.87M	Sell
2021 Q4	$2.03M	Sell
2021 Q3	$1.89M	Sell
2021 Q2	$1.94M	Sell
2021 Q1	$1.8M	Sell
2020 Q4	$1.74M	Sell
2020 Q3	$2.53M	Sell
2020 Q2	$2.36M	Sell
2020 Q1	$7.42M	Sell
2019 Q4	$14.1M	Sell
2019 Q3	$14.2M	Sell
2019 Q2	$15.1M	Sell
2019 Q1	$14.8M	Sell
2018 Q4	$13.5M	Buy