Crewe 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
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $998K | Buy |
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|
2024
Q1 | $962K | Buy |
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|
2023
Q4 | $874K | Buy |
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|
2023
Q3 | $783K | Sell |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $711K | Buy |
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|
2022
Q4 | $651K | Sell |
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $510K | Buy |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $493K | Buy |
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