Curi RMB Capital’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
Q3 | $94.9M | Sell |
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|
2025
Q2 | $89.9M | Sell |
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|
2025
Q1 | $84.7M | Buy |
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|
2024
Q4 | $88.8M | Sell |
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|
2024
Q3 | $89.4M | Buy |
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|
2024
Q2 | $79.5M | Sell |
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|
2024
Q1 | $77.5M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $375K | Sell |
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|
2019
Q4 | $1.54M | Sell |
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|
2019
Q3 | $1.66M | Buy |
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $234K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $232K | Buy |
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