Cornerstone Wealth Advisors’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 | $6.18M | Sell |
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|
2025
Q2 | $6.04M | Sell |
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|
2025
Q1 | $5.6M | Sell |
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|
2024
Q4 | $6.31M | Sell |
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|
2024
Q3 | $6.43M | Sell |
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|
2024
Q2 | $6.25M | Sell |
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|
2024
Q1 | $6.2M | Sell |
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|
2023
Q4 | $5.91M | Sell |
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|
2023
Q3 | $5.65M | Sell |
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|
2023
Q2 | $6.31M | Sell |
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|
2023
Q1 | $6.64M | Sell |
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|
2022
Q4 | $6.82M | Sell |
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|
2022
Q3 | $7.78M | Sell |
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|
2022
Q2 | $8.75M | Buy |
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|
2022
Q1 | $6.91M | Sell |
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|
2021
Q4 | $7.89M | Sell |
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|
2021
Q3 | $7.97M | Sell |
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|
2021
Q2 | $9.02M | Sell |
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|
2021
Q1 | $10.7M | Buy |
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