CoreCap Advisors’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 | $8.38M | Buy |
342,814
+36,273
| +12% | +$887K | 0.34% | 53 |
|
|
2025
Q1 | $6.77M | Buy |
306,541
+149,849
| +96% | +$3.31M | 0.3% | 62 |
|
|
2024
Q4 | $3.63M | Buy |
156,692
+110,309
| +238% | +$2.56M | 0.17% | 119 |
|
|
2024
Q3 | $1.05M | Buy |
+46,383
| New | +$1.05M | 0.05% | 314 |
|
|
2024
Q2 | – | Sell |
-8,727
| Closed | -$181K | – | 2426 |
|
|
2024
Q1 | $181K | Buy |
+8,727
| New | +$181K | 0.01% | 658 |
|
|
2022
Q4 | $105K | Buy |
+6,957
| New | +$105K | 0.01% | 719 |
|
|
2022
Q3 | – | Sell |
-4,854
| Closed | -$72K | – | 1797 |
|
|
2022
Q2 | $72K | Buy |
+4,854
| New | +$72K | 0.01% | 815 |
|
|
2022
Q1 | – | Sell |
-8,280
| Closed | -$157K | – | 1799 |
|
|
2021
Q4 | $157K | Buy |
+8,280
| New | +$157K | 0.01% | 604 |
|