Clarity Capital Partners’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
Q1 | – | Sell |
-10,974
| Closed | -$254K | – | 134 |
|
|
2024
Q4 | $254K | Hold |
10,974
| – | – | 0.13% | 105 |
|
|
2024
Q3 | $248K | Hold |
10,974
| – | – | 0.15% | 101 |
|
|
2024
Q2 | $235K | Sell |
10,974
-1,920
| -15% | -$41.1K | 0.14% | 102 |
|
|
2024
Q1 | $267K | Sell |
12,894
-9,450
| -42% | -$195K | 0.18% | 99 |
|
|
2023
Q4 | $420K | Buy |
+22,344
| New | +$420K | 0.29% | 72 |
|