Centaurus Financial’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 | $460K | Buy |
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|
2025
Q2 | $422K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $293K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $107K | Sell |
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|
2022
Q2 | $160K | Sell |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $672K | Sell |
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|
2021
Q3 | $644K | Sell |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $105K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $83K | Buy |
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