Corient Private Wealth’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 | $144M | Sell |
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|
2025
Q2 | $148M | Buy |
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|
2025
Q1 | $105M | Sell |
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|
2024
Q4 | $106M | Sell |
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|
2024
Q3 | $121M | Buy |
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|
2024
Q2 | $102M | Buy |
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|
2024
Q1 | $93.4M | Buy |
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|
2023
Q4 | $79.9M | Buy |
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|
2023
Q3 | $70.9M | Buy |
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|
2023
Q2 | $69.1M | Sell |
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|
2023
Q1 | $65.1M | Buy |
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|
2022
Q4 | $53.1M | Buy |
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