CGC Financial Services’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 | $73.3K | Hold |
3,000
| – | – | 0.02% | 102 |
|
|
2025
Q1 | $66.2K | Hold |
3,000
| – | – | 0.03% | 97 |
|
|
2024
Q4 | $69.5K | Hold |
3,000
| – | – | 0.03% | 95 |
|
|
2024
Q3 | $67.9K | Hold |
3,000
| – | – | 0.03% | 94 |
|
|
2024
Q2 | $64.3K | Hold |
3,000
| – | – | 0.03% | 91 |
|
|
2024
Q1 | $62.1K | Hold |
3,000
| – | – | 0.03% | 91 |
|
|
2023
Q4 | $56.4K | Hold |
3,000
| – | – | 0.03% | 101 |
|
|
2023
Q3 | $50.6K | Hold |
3,000
| – | – | 0.04% | 86 |
|
|
2023
Q2 | $52.4K | Buy |
+3,000
| New | +$52.4K | 0.03% | 92 |
|