Connecticut 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 | $644K | Buy |
26,357
+8,698
| +49% | +$213K | 0.03% | 198 |
|
|
2025
Q1 | $390K | Buy |
+17,659
| New | +$390K | 0.02% | 229 |
|
|
2024
Q4 | – | Sell |
-13,971
| Closed | -$316K | – | 300 |
|
|
2024
Q3 | $316K | Buy |
13,971
+6
| +0% | +$136 | 0.02% | 262 |
|
|
2024
Q2 | $299K | Sell |
13,965
-516
| -4% | -$11.1K | 0.02% | 266 |
|
|
2024
Q1 | $300K | Buy |
14,481
+519
| +4% | +$10.7K | 0.02% | 269 |
|
|
2023
Q4 | $262K | Buy |
13,962
+6
| +0% | +$113 | 0.02% | 275 |
|
|
2023
Q3 | $235K | Buy |
+13,956
| New | +$235K | 0.02% | 264 |
|