Certuity’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 | $563K | Buy |
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|
2025
Q2 | $522K | Buy |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $899K | Buy |
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|
2023
Q3 | $803K | Sell |
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|
2023
Q2 | $832K | Sell |
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|
2023
Q1 | $892K | Buy |
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|
2022
Q4 | $821K | Sell |
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|
2022
Q3 | $855K | Buy |
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|
2022
Q2 | $622K | Sell |
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|
2022
Q1 | $775K | Buy |
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|
2021
Q4 | $567K | Sell |
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|
2021
Q3 | $136K | Hold |
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|
2021
Q2 | $136K | Buy |
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