Centerpoint Advisors’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
Q1 | – | Sell |
-2,472
| Closed | -$57K | – | 443 |
|
|
2024
Q4 | $57K | Hold |
2,472
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $56K | Hold |
2,472
| – | – | 0.02% | 164 |
|
|
2024
Q2 | $53K | Hold |
2,472
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $51K | Hold |
2,472
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $46K | Hold |
2,472
| – | – | 0.02% | 158 |
|
|
2023
Q3 | $42K | Buy |
+2,472
| New | +$42K | 0.02% | 160 |
|