Collective Family Office’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 | $270K | Sell |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $449K | Hold |
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|
2024
Q1 | $434K | Hold |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $653K | Sell |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $553K | Sell |
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|
2021
Q3 | $507K | Sell |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $1.1M | Buy |
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