Choate Investment Advisors’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 | $262K | Hold |
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|
2025
Q2 | $243K | Hold |
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|
2025
Q1 | $220K | Hold |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $35K | Hold |
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|
2023
Q2 | $36.2K | Hold |
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|
2023
Q1 | $33.5K | Hold |
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|
2022
Q4 | $31.2K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $36K | Sell |
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|
2021
Q2 | $54K | Buy |
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