Continuum 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 | $815K | Sell |
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|
2025
Q2 | $869K | Buy |
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|
2025
Q1 | $674K | Sell |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $881K | Buy |
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|
2024
Q2 | $850K | Buy |
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|
2024
Q1 | $757K | Buy |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $712K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $665K | Sell |
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|
2022
Q3 | $634K | Sell |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $758K | Buy |
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|
2021
Q4 | $622K | Sell |
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|
2021
Q3 | $586K | Sell |
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|
2021
Q2 | $594K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $309K | Buy |
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|
2019
Q2 | $301K | Buy |
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