Clarity Capital 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 | $1.22M | Buy |
49,779
+146
| +0.3% | +$3.57K | 0.71% | 32 |
|
|
2025
Q1 | $1.1M | Buy |
49,633
+153
| +0.3% | +$3.38K | 0.72% | 32 |
|
|
2024
Q4 | $1.15M | Buy |
49,480
+160
| +0.3% | +$3.71K | 0.77% | 31 |
|
|
2024
Q3 | $1.12M | Buy |
49,320
+309
| +0.6% | +$6.99K | 0.8% | 30 |
|
|
2024
Q2 | $1.05M | Hold |
49,011
| – | – | 0.81% | 30 |
|
|
2024
Q1 | $1.01M | Buy |
49,011
+156
| +0.3% | +$3.23K | 0.81% | 31 |
|
|
2023
Q4 | $918K | Buy |
+48,855
| New | +$918K | 0.8% | 30 |
|