Congress Wealth Management’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
Q2 | $33.3M | Buy |
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|
2025
Q1 | $30.1M | Sell |
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|
2024
Q4 | $31.6M | Buy |
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|
2024
Q3 | $30.7M | Sell |
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|
2024
Q2 | $29.5M | Sell |
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|
2024
Q1 | $29.5M | Sell |
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|
2023
Q4 | $27.2M | Sell |
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|
2023
Q3 | $24.7M | Sell |
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|
2023
Q2 | $30M | Sell |
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|
2023
Q1 | $29.2M | Buy |
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|
2022
Q4 | $26.3M | Sell |
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|
2022
Q3 | $25.7M | Buy |
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|
2022
Q2 | $26.8M | Buy |
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|
2022
Q1 | $30.2M | Sell |
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|
2021
Q4 | $43.4M | Buy |
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