CMP
Coston McIsaac & Partners’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 | $145K | Hold |
5,943
| – | – | 0.04% | 171 |
|
|
2025
Q1 | $131K | Hold |
5,943
| – | – | 0.04% | 153 |
|
|
2024
Q4 | $137K | Buy |
5,943
+3,962
| +200% | +$91.3K | 0.04% | 153 |
|
|
2024
Q3 | $134 | Buy |
1,981
+1,280
| +183% | +$87 | 0.04% | 154 |
|
|
2024
Q2 | $45K | Hold |
701
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $43K | Hold |
701
| – | – | 0.01% | 294 |
|
|
2023
Q4 | $39K | Hold |
701
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $35K | Hold |
701
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $36K | Hold |
701
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $33K | Hold |
701
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $31 | Buy |
+701
| New | +$31 | 0.01% | 355 |
|