CPC
Consolidated Planning Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
12,381
| – | – | 0.04% | 159 |
|
|
2025
Q1 | $273K | Hold |
12,381
| – | – | 0.04% | 161 |
|
|
2024
Q4 | $287K | Buy |
12,381
+8,254
| +200% | +$191K | 0.04% | 173 |
|
|
2024
Q3 | $280K | Hold |
4,127
| – | – | 0.04% | 165 |
|
|
2024
Q2 | $265K | Hold |
4,127
| – | – | 0.04% | 156 |
|
|
2024
Q1 | $256K | Buy |
+4,127
| New | +$256K | 0.04% | 156 |
|