Colton Groome Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
19,855
| – | – | 0.16% | 82 |
|
|
2025
Q1 | $435K | Buy |
+19,855
| New | +$435K | 0.17% | 79 |
|
|
2022
Q4 | – | Sell |
-16,719
| Closed | -$236K | – | 127 |
|
|
2022
Q3 | $236K | Hold |
16,719
| – | – | 0.12% | 99 |
|
|
2022
Q2 | $249K | Hold |
16,719
| – | – | 0.12% | 85 |
|
|
2022
Q1 | $300K | Sell |
16,719
-273
| -2% | -$4.9K | 0.14% | 83 |
|
|
2021
Q4 | $322K | Hold |
16,992
| – | – | 0.13% | 96 |
|
|
2021
Q3 | $295K | Sell |
16,992
-30,480
| -64% | -$529K | 0.13% | 96 |
|
|
2021
Q2 | $823K | Sell |
47,472
-370,164
| -89% | -$6.42M | 0.38% | 47 |
|
|
2021
Q1 | $6.68M | Buy |
417,636
+40,206
| +11% | +$643K | 3.73% | 10 |
|
|
2020
Q4 | $5.72M | Sell |
377,430
-8,280
| -2% | -$126K | 3.69% | 12 |
|
|
2020
Q3 | $5.18M | Buy |
385,710
+30,918
| +9% | +$415K | 3.64% | 10 |
|
|
2020
Q2 | $4.38M | Buy |
354,792
+186,702
| +111% | +$2.31M | 3.19% | 9 |
|
|
2020
Q1 | $1.72M | Sell |
168,090
-212,334
| -56% | -$2.17M | 1.42% | 11 |
|
|
2019
Q4 | $4.87M | Buy |
380,424
+4,230
| +1% | +$54.2K | 3.49% | 10 |
|
|
2019
Q3 | $4.62M | Buy |
+376,194
| New | +$4.62M | 3.41% | 11 |
|