CRA
SCHX icon

Clear Rock Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Clear Rock Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$7.66M Sell
357,771
-19,578
-5% -$419K 3.27% 6
2024
Q1 		$7.81M Sell
377,349
-7,548
-2% -$156K 3.39% 6
2023
Q4 		$7.63M Buy
+384,897
New +$7.63M 3.45% 6