Consolidated Portfolio Review Corp’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 | $7M | Buy |
286,388
+6,016
| +2% | +$147K | 0.97% | 17 |
|
|
2025
Q1 | $6.19M | Buy |
280,372
+8,019
| +3% | +$177K | 0.99% | 17 |
|
|
2024
Q4 | $6.31M | Buy |
272,353
+15,466
| +6% | +$359K | 1% | 17 |
|
|
2024
Q3 | $5.81M | Buy |
256,887
+5,778
| +2% | +$131K | 1.3% | 15 |
|
|
2024
Q2 | $5.38M | Buy |
251,109
+15,363
| +7% | +$329K | 1.25% | 16 |
|
|
2024
Q1 | $4.88M | Buy |
235,746
+3,651
| +2% | +$75.5K | 1.28% | 16 |
|
|
2023
Q4 | $4.36M | Buy |
+232,095
| New | +$4.36M | 1% | 19 |
|