Claro Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Sell |
|
|||||
|
2025
Q1 | $653K | Buy |
|
|||||
|
2024
Q4 | $684K | Sell |
|
|||||
|
2024
Q3 | $952K | Buy |
|
|||||
|
2024
Q2 | $861K | Sell |
|
|||||
|
2024
Q1 | $850K | Buy |
|
|||||
|
2023
Q4 | $771K | Buy |
|
|||||
|
2023
Q3 | $433K | Sell |
|
|||||
|
2023
Q2 | $491K | Buy |
|
|||||
|
2023
Q1 | $421K | Sell |
|
|||||
|
2022
Q4 | $506K | Buy |
|
|||||
|
2022
Q3 | $440K | Hold |
|
|||||
|
2022
Q2 | $440K | Buy |
|
|||||
|
2022
Q1 | $734K | Sell |
|
|||||
|
2021
Q4 | $734K | Buy |
|
|||||
|
2021
Q3 | $364K | Buy |
|