Center for Financial Planning’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
Q2 | – | Sell |
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|
2025
Q1 | $81.4K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $629 | Hold |
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|
2023
Q1 | $581 | Hold |
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|
2022
Q4 | $542 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $24K | Buy |
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|
2019
Q4 | $28K | Buy |
|