Congress Wealth Management’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 | $33.3M | Buy |
1,361,734
+392
| +0% | +$9.58K | 0.32% | 69 |
|
|
2025
Q1 | $30.1M | Sell |
1,361,342
-962
| -0.1% | -$21.3K | 0.36% | 61 |
|
|
2024
Q4 | $31.6M | Buy |
1,362,304
+4,618
| +0.3% | +$107K | 0.43% | 53 |
|
|
2024
Q3 | $30.7M | Sell |
1,357,686
-21,849
| -2% | -$494K | 0.41% | 59 |
|
|
2024
Q2 | $29.5M | Sell |
1,379,535
-48,312
| -3% | -$1.03M | 0.47% | 44 |
|
|
2024
Q1 | $29.5M | Sell |
1,427,847
-16,425
| -1% | -$340K | 0.51% | 44 |
|
|
2023
Q4 | $27.2M | Sell |
1,444,272
-17,862
| -1% | -$336K | 0.5% | 45 |
|
|
2023
Q3 | $24.7M | Sell |
1,462,134
-256,623
| -15% | -$4.33M | 0.51% | 42 |
|
|
2023
Q2 | $30M | Sell |
1,718,757
-93,153
| -5% | -$1.63M | 0.7% | 30 |
|
|
2023
Q1 | $29.2M | Buy |
1,811,910
+63,204
| +4% | +$1.02M | 0.7% | 27 |
|
|
2022
Q4 | $26.3M | Sell |
1,748,706
-71,172
| -4% | -$1.07M | 0.68% | 30 |
|
|
2022
Q3 | $25.7M | Buy |
1,819,878
+16,785
| +0.9% | +$237K | 0.69% | 29 |
|
|
2022
Q2 | $26.8M | Buy |
1,803,093
+120,162
| +7% | +$1.79M | 0.69% | 28 |
|
|
2022
Q1 | $30.2M | Sell |
1,682,931
-606,651
| -26% | -$10.9M | 0.66% | 30 |
|
|
2021
Q4 | $43.4M | Buy |
+2,289,582
| New | +$43.4M | 0.86% | 25 |
|