City Center Advisors LLC’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 | $319K | Sell |
13,051
-5,673
| -30% | -$139K | 0.34% | 98 |
|
|
2025
Q1 | $413K | Buy |
18,724
+7,279
| +64% | +$161K | 0.48% | 70 |
|
|
2024
Q4 | $265K | Hold |
11,445
| – | – | 0.3% | 131 |
|
|
2024
Q3 | $259K | Sell |
11,445
-2,766
| -19% | -$62.6K | 0.29% | 125 |
|
|
2024
Q2 | $294K | Hold |
14,211
| – | – | 0.35% | 117 |
|
|
2024
Q1 | $294K | Buy |
+14,211
| New | +$294K | 0.35% | 117 |
|