Colton Groome Financial Advisors’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 | $523K | Hold |
|
|||||
|
2025
Q2 | $485K | Hold |
|
|||||
|
2025
Q1 | $435K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $236K | Hold |
|
|||||
|
2022
Q2 | $249K | Hold |
|
|||||
|
2022
Q1 | $300K | Sell |
|
|||||
|
2021
Q4 | $322K | Hold |
|
|||||
|
2021
Q3 | $295K | Sell |
|
|||||
|
2021
Q2 | $823K | Sell |
|
|||||
|
2021
Q1 | $6.68M | Buy |
|
|||||
|
2020
Q4 | $5.72M | Sell |
|
|||||
|
2020
Q3 | $5.18M | Buy |
|
|||||
|
2020
Q2 | $4.38M | Buy |
|
|||||
|
2020
Q1 | $1.72M | Sell |
|
|||||
|
2019
Q4 | $4.87M | Buy |
|
|||||
|
2019
Q3 | $4.62M | Buy |
|