City State Bank’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 | $45.9K | Hold |
1,878
| – | – | 0.01% | 348 |
|
|
2025
Q1 | $41.5K | Hold |
1,878
| – | – | 0.01% | 361 |
|
|
2024
Q4 | $43.5K | Hold |
1,878
| – | – | 0.02% | 343 |
|
|
2024
Q3 | $42.5K | Buy |
+1,878
| New | +$42.5K | 0.02% | 349 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$5K | – | 707 |
|
|
2023
Q2 | $5K | Sell |
300
-300
| -50% | -$5K | ﹤0.01% | 566 |
|
|
2023
Q1 | $10K | Hold |
600
| – | – | 0.01% | 469 |
|
|
2022
Q4 | $9K | Hold |
600
| – | – | 0.01% | 462 |
|
|
2022
Q3 | $8K | Hold |
600
| – | – | 0.01% | 471 |
|
|
2022
Q2 | $9K | Hold |
600
| – | – | 0.01% | 459 |
|
|
2022
Q1 | $11K | Buy |
+600
| New | +$11K | 0.01% | 458 |
|