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Concord Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Concord Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,680
Closed -$45.2K – 672
2025
Q4 		$45.2K Hold
1,680
– – 0.01% 340
2025
Q3 		$44.3K Hold
1,680
– – 0.01% 353
2025
Q2 		$41.1K Buy
+1,680
New +$38K 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% +$47 ﹤0.01% 686
2022
Q4 		$4.21K Buy
+279
New +$4.22K ﹤0.01% 803
2022
Q3 		– Sell
-2,271
Closed -$34K – 958
2022
Q2 		$34K Buy
2,271
+1,635
+257% +$26.5K 0.01% 435
2022
Q1 		$11K Hold
636
– – ﹤0.01% 764
2021
Q4 		$12K Buy
+636
New +$11.7K ﹤0.01% 747

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