Creative Financial Designs’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 | $1.65M | Buy |
67,613
+3,946
| +6% | +$96.4K | 0.12% | 155 |
|
|
2025
Q1 | $1.41M | Sell |
63,667
-2,838
| -4% | -$62.7K | 0.11% | 152 |
|
|
2024
Q4 | $1.54M | Sell |
66,505
-3,068
| -4% | -$71.1K | 0.13% | 139 |
|
|
2024
Q3 | $1.57M | Buy |
69,573
+2,811
| +4% | +$63.6K | 0.13% | 144 |
|
|
2024
Q2 | $1.43M | Buy |
66,762
+3,171
| +5% | +$67.9K | 0.13% | 147 |
|
|
2024
Q1 | $1.32M | Sell |
63,591
-1,674
| -3% | -$34.6K | 0.12% | 144 |
|
|
2023
Q4 | $1.23M | Buy |
65,265
+1,350
| +2% | +$25.4K | 0.12% | 145 |
|
|
2023
Q3 | $1.08M | Buy |
63,915
+13,155
| +26% | +$222K | 0.13% | 140 |
|
|
2023
Q2 | $886K | Buy |
50,760
+30,645
| +152% | +$535K | 0.1% | 165 |
|
|
2023
Q1 | $324K | Buy |
20,115
+4,983
| +33% | +$80.3K | 0.04% | 263 |
|
|
2022
Q4 | $228K | Buy |
15,132
+3,000
| +25% | +$45.2K | 0.03% | 300 |
|
|
2022
Q3 | $171K | Buy |
12,132
+3,723
| +44% | +$52.5K | 0.03% | 323 |
|
|
2022
Q2 | $125K | Buy |
8,409
+3,465
| +70% | +$51.5K | 0.02% | 388 |
|
|
2022
Q1 | $89K | Buy |
4,944
+906
| +22% | +$16.3K | 0.01% | 444 |
|
|
2021
Q4 | $77K | Buy |
+4,038
| New | +$77K | 0.01% | 490 |
|