Center for Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,688
| Closed | -$81.4K | – | 709 |
|
|
2025
Q1 | $81.4K | Buy |
+3,688
| New | +$81.4K | 0.01% | 231 |
|
|
2023
Q3 | – | Sell |
-36
| Closed | -$629 | – | 569 |
|
|
2023
Q2 | $629 | Hold |
36
| – | – | ﹤0.01% | 537 |
|
|
2023
Q1 | $581 | Hold |
36
| – | – | ﹤0.01% | 498 |
|
|
2022
Q4 | $542 | Hold |
36
| – | – | ﹤0.01% | 505 |
|
|
2022
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 614 |
|
|
2022
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 514 |
|
|
2022
Q1 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 523 |
|
|
2020
Q2 | – | Sell |
-2,346
| Closed | -$24K | – | 554 |
|
|
2020
Q1 | $24K | Buy |
2,346
+138
| +6% | +$1.41K | 0.01% | 233 |
|
|
2019
Q4 | $28K | Buy |
+2,208
| New | +$28K | 0.01% | 229 |
|