Clarity Wealth 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 | $289K | Hold |
11,835
| – | – | 0.07% | 84 |
|
|
2025
Q1 | $261K | Sell |
11,835
-252
| -2% | -$5.56K | 0.07% | 84 |
|
|
2024
Q4 | $280K | Sell |
12,087
-3,330
| -22% | -$77.2K | 0.08% | 80 |
|
|
2024
Q3 | $349K | Sell |
15,417
-843
| -5% | -$19.1K | 0.1% | 73 |
|
|
2024
Q2 | $348K | Sell |
16,260
-93
| -0.6% | -$1.99K | 0.11% | 68 |
|
|
2024
Q1 | $338K | Sell |
16,353
-948
| -5% | -$19.6K | 0.11% | 71 |
|
|
2023
Q4 | $325K | Buy |
17,301
+159
| +0.9% | +$2.99K | 0.12% | 68 |
|
|
2023
Q3 | $289K | Sell |
17,142
-3,375
| -16% | -$56.9K | 0.13% | 62 |
|
|
2023
Q2 | $358K | Buy |
+20,517
| New | +$358K | 0.16% | 55 |
|
|
2022
Q3 | – | Sell |
-14,016
| Closed | -$208K | – | 71 |
|
|
2022
Q2 | $208K | Buy |
14,016
+9
| +0.1% | +$134 | 0.12% | 68 |
|
|
2022
Q1 | $251K | Sell |
14,007
-21
| -0.1% | -$376 | 0.12% | 58 |
|
|
2021
Q4 | $266K | Sell |
14,028
-204
| -1% | -$3.87K | 0.12% | 59 |
|
|
2021
Q3 | $246K | Sell |
14,232
-1,698
| -11% | -$29.4K | 0.12% | 59 |
|
|
2021
Q2 | $276K | Sell |
15,930
-6,048
| -28% | -$105K | 0.14% | 50 |
|
|
2021
Q1 | $351K | Buy |
21,978
+372
| +2% | +$5.94K | 0.2% | 49 |
|
|
2020
Q4 | $327K | Buy |
21,606
+504
| +2% | +$7.63K | 0.2% | 49 |
|
|
2020
Q3 | $283K | Sell |
21,102
-3,126
| -13% | -$41.9K | 0.2% | 51 |
|
|
2020
Q2 | $299K | Sell |
24,228
-708
| -3% | -$8.74K | 0.24% | 53 |
|
|
2020
Q1 | $254K | Buy |
24,936
+2,736
| +12% | +$27.9K | 0.26% | 48 |
|
|
2019
Q4 | $284K | Buy |
+22,200
| New | +$284K | 0.24% | 51 |
|