Clayton Financial Group’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 | $474K | Sell |
19,393
-320,152
| -94% | -$7.82M | 0.56% | 19 |
|
|
2025
Q1 | $7.5M | Buy |
339,545
+2,785
| +0.8% | +$61.5K | 2.75% | 10 |
|
|
2024
Q4 | $7.81M | Sell |
336,760
-1,700
| -0.5% | -$39.4K | 2.81% | 10 |
|
|
2024
Q3 | $7.65M | Buy |
338,460
+51,828
| +18% | +$1.17M | 2.87% | 10 |
|
|
2024
Q2 | $5.93M | Buy |
286,632
+9,669
| +3% | +$200K | 2.56% | 9 |
|
|
2024
Q1 | $5.73M | Buy |
276,963
+20,442
| +8% | +$423K | 2.61% | 9 |
|
|
2023
Q4 | $4.82M | Buy |
+256,521
| New | +$4.82M | 3% | 11 |
|