Cornerstone Planning Group’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 | $19.9K | Sell |
798
-271
| -25% | -$6.74K | ﹤0.01% | 419 |
|
|
2025
Q1 | $22.6K | Buy |
1,069
+276
| +35% | +$5.84K | 0.01% | 384 |
|
|
2024
Q4 | $18.9K | Sell |
793
-1,580
| -67% | -$37.6K | ﹤0.01% | 317 |
|
|
2024
Q3 | $18.2K | Buy |
2,373
+1,584
| +201% | +$12.1K | ﹤0.01% | 308 |
|
|
2024
Q2 | $16.1K | Buy |
789
+3
| +0.4% | +$61 | ﹤0.01% | 350 |
|
|
2024
Q1 | $15.9K | Hold |
786
| – | – | ﹤0.01% | 327 |
|
|
2023
Q4 | $14.8K | Hold |
786
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $13.3K | Hold |
786
| – | – | 0.01% | 371 |
|
|
2023
Q2 | $13.7K | Buy |
+786
| New | +$13.7K | 0.01% | 538 |
|