Creekside Partners’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 | $4.52M | Sell |
184,981
-101
| -0.1% | -$2.47K | 2.15% | 10 |
|
|
2025
Q1 | $4.09M | Sell |
185,082
-13,998
| -7% | -$309K | 2.14% | 10 |
|
|
2024
Q4 | $4.61M | Buy |
199,080
+3,504
| +2% | +$81.2K | 2.39% | 10 |
|
|
2024
Q3 | $4.42M | Sell |
195,576
-12,180
| -6% | -$275K | 2.29% | 10 |
|
|
2024
Q2 | $4.45M | Buy |
+207,756
| New | +$4.45M | 2.46% | 10 |
|