Choate Investment 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
Q2 | $243K | Hold |
9,963
| – | – | 0.01% | 367 |
|
|
2025
Q1 | $220K | Hold |
9,963
| – | – | 0.01% | 371 |
|
|
2024
Q4 | $231K | Sell |
9,963
-450
| -4% | -$10.4K | 0.01% | 369 |
|
|
2024
Q3 | $236K | Hold |
10,413
| – | – | 0.01% | 349 |
|
|
2024
Q2 | $223K | Hold |
10,413
| – | – | 0.01% | 347 |
|
|
2024
Q1 | $215K | Buy |
+10,413
| New | +$215K | 0.01% | 383 |
|
|
2023
Q4 | – | Sell |
-2,076
| Closed | -$35K | – | 450 |
|
|
2023
Q3 | $35K | Hold |
2,076
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $36.2K | Hold |
2,076
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $33.5K | Hold |
2,076
| – | – | ﹤0.01% | 303 |
|
|
2022
Q4 | $31.2K | Hold |
2,076
| – | – | ﹤0.01% | 313 |
|
|
2022
Q3 | $29K | Hold |
2,076
| – | – | ﹤0.01% | 280 |
|
|
2022
Q2 | $31K | Hold |
2,076
| – | – | ﹤0.01% | 294 |
|
|
2022
Q1 | $37K | Hold |
2,076
| – | – | ﹤0.01% | 328 |
|
|
2021
Q4 | $39K | Hold |
2,076
| – | – | ﹤0.01% | 313 |
|
|
2021
Q3 | $36K | Sell |
2,076
-1,062
| -34% | -$18.4K | ﹤0.01% | 285 |
|
|
2021
Q2 | $54K | Buy |
+3,138
| New | +$54K | ﹤0.01% | 294 |
|