Concord Wealth Partners’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 | $41.1K | Buy |
+1,680
| New | +$41.1K | 0.01% | 372 |
|
|
2023
Q4 | – | Sell |
-282
| Closed | -$4.77K | – | 998 |
|
|
2023
Q3 | $4.77K | Hold |
282
| – | – | ﹤0.01% | 724 |
|
|
2023
Q2 | $4.92K | Hold |
282
| – | – | ﹤0.01% | 710 |
|
|
2023
Q1 | $4.53K | Buy |
282
+3
| +1% | +$48 | ﹤0.01% | 687 |
|
|
2022
Q4 | $4.21K | Buy |
+279
| New | +$4.21K | ﹤0.01% | 803 |
|
|
2022
Q3 | – | Sell |
-2,271
| Closed | -$34K | – | 958 |
|
|
2022
Q2 | $34K | Buy |
2,271
+1,635
| +257% | +$24.5K | 0.01% | 435 |
|
|
2022
Q1 | $11K | Hold |
636
| – | – | ﹤0.01% | 764 |
|
|
2021
Q4 | $12K | Buy |
+636
| New | +$12K | ﹤0.01% | 747 |
|