Consilium Wealth Advisory’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
Q3 | $9.41M | Sell |
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|
2025
Q2 | $8.8M | Buy |
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|
2025
Q1 | $7.63M | Sell |
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|
2024
Q4 | $8.07M | Sell |
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|
2024
Q3 | $7.93M | Buy |
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|
2024
Q2 | $7.49M | Sell |
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|
2024
Q1 | $7.42M | Buy |
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|
2023
Q4 | $6.65M | Buy |
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|
2023
Q3 | $5.71M | Sell |
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|
2023
Q2 | $6.62M | Sell |
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|
2023
Q1 | $6.51M | Sell |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $5.01M | Buy |
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $8.93M | Sell |
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|
2021
Q4 | $13.2M | Buy |
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