Cross Staff Investments’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 | $1.91M | Sell |
78,284
-347
| -0.4% | -$8.48K | 1.42% | 19 |
|
|
2025
Q1 | $1.74M | Sell |
78,631
-764
| -1% | -$16.9K | 1.31% | 19 |
|
|
2024
Q4 | $1.84M | Buy |
79,395
+51
| +0.1% | +$1.18K | 1.28% | 20 |
|
|
2024
Q3 | $1.79M | Buy |
79,344
+102
| +0.1% | +$2.31K | 1.39% | 16 |
|
|
2024
Q2 | $1.7M | Hold |
79,242
| – | – | 1.41% | 18 |
|
|
2024
Q1 | $1.64M | Buy |
79,242
+945
| +1% | +$19.5K | 1.38% | 16 |
|
|
2023
Q4 | $1.47M | Buy |
78,297
+42
| +0.1% | +$790 | 1.3% | 18 |
|
|
2023
Q3 | $1.32M | Sell |
78,255
-6,558
| -8% | -$111K | 1.29% | 17 |
|
|
2023
Q2 | $1.48M | Buy |
84,813
+39
| +0% | +$681 | 1.36% | 15 |
|
|
2023
Q1 | $1.37M | Buy |
84,774
+138
| +0.2% | +$2.23K | 1.35% | 16 |
|
|
2022
Q4 | $1.27M | Buy |
84,636
+48
| +0.1% | +$722 | 1.34% | 17 |
|
|
2022
Q3 | $1.19M | Sell |
84,588
-5,085
| -6% | -$71.8K | 1.34% | 14 |
|
|
2022
Q2 | $1.34M | Buy |
89,673
+414
| +0.5% | +$6.16K | 1.47% | 13 |
|
|
2022
Q1 | $1.6M | Buy |
89,259
+2,097
| +2% | +$37.6K | 1.48% | 13 |
|
|
2021
Q4 | $1.65M | Buy |
+87,162
| New | +$1.65M | 1.48% | 14 |
|