Clear Creek Financial Management’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
Q3 | $1.49M | Buy |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.49M | Hold |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.43M | Hold |
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|
2022
Q4 | $1.33M | Hold |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.39M | Hold |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.48M | Buy |
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