CPA
Clear Point Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
87,902
-125
| -0.1% | -$3.06K | 1.81% | 14 |
|
|
2025
Q1 | $1.94M | Buy |
88,027
+199
| +0.2% | +$4.39K | 1.75% | 14 |
|
|
2024
Q4 | $2.04M | Buy |
87,828
+58,479
| +199% | -$5.08K | 1.74% | 15 |
|
|
2024
Q3 | $1.99M | Buy |
29,349
+209
| +0.7% | +$14.2K | 1.54% | 15 |
|
|
2024
Q2 | $1.87M | Sell |
29,140
-644
| -2% | -$41.4K | 1.54% | 14 |
|
|
2024
Q1 | $1.85M | Buy |
29,784
+160
| +0.5% | +$9.93K | 1.52% | 12 |
|
|
2023
Q4 | $1.67M | Buy |
+29,624
| New | +$1.67M | 1.48% | 12 |
|