Cornerstone Wealth Advisors’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 | $6.04M | Sell |
246,977
-6,466
| -3% | -$158K | 1.56% | 11 |
|
|
2025
Q1 | $5.6M | Sell |
253,443
-18,722
| -7% | -$413K | 1.55% | 12 |
|
|
2024
Q4 | $6.31M | Sell |
272,165
-12,208
| -4% | -$283K | 1.73% | 11 |
|
|
2024
Q3 | $6.43M | Sell |
284,373
-7,272
| -2% | -$164K | 1.79% | 11 |
|
|
2024
Q2 | $6.25M | Sell |
291,645
-8,253
| -3% | -$177K | 1.87% | 11 |
|
|
2024
Q1 | $6.2M | Sell |
299,898
-14,619
| -5% | -$302K | 1.91% | 11 |
|
|
2023
Q4 | $5.91M | Sell |
314,517
-20,193
| -6% | -$380K | 1.91% | 11 |
|
|
2023
Q3 | $5.65M | Sell |
334,710
-26,943
| -7% | -$454K | 1.99% | 11 |
|
|
2023
Q2 | $6.31M | Sell |
361,653
-50,391
| -12% | -$880K | 2.17% | 11 |
|
|
2023
Q1 | $6.64M | Sell |
412,044
-41,370
| -9% | -$667K | 2.41% | 11 |
|
|
2022
Q4 | $6.82M | Sell |
453,414
-97,458
| -18% | -$1.47M | 2.65% | 10 |
|
|
2022
Q3 | $7.78M | Sell |
550,872
-37,101
| -6% | -$524K | 3.07% | 9 |
|
|
2022
Q2 | $8.75M | Buy |
587,973
+202,932
| +53% | +$3.02M | 3.34% | 9 |
|
|
2022
Q1 | $6.91M | Sell |
385,041
-30,903
| -7% | -$555K | 2.39% | 9 |
|
|
2021
Q4 | $7.89M | Sell |
415,944
-43,710
| -10% | -$829K | 2.62% | 9 |
|
|
2021
Q3 | $7.97M | Sell |
459,654
-57,726
| -11% | -$1M | 2.79% | 9 |
|
|
2021
Q2 | $9.02M | Sell |
517,380
-152,706
| -23% | -$2.66M | 3.16% | 8 |
|
|
2021
Q1 | $10.7M | Buy |
+670,086
| New | +$10.7M | 4.05% | 7 |
|