Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $70.5M | Buy |
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|
2023
Q3 | $48.4M | Sell |
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|
2023
Q2 | $61.5M | Sell |
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|
2023
Q1 | $58.8M | Buy |
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|
2022
Q4 | $52.9M | Buy |
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|
2022
Q3 | $42.7M | Buy |
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|
2022
Q2 | $41.3M | Buy |
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|
2022
Q1 | $45.8M | Buy |
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|
2021
Q4 | $47.4M | Buy |
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|
2021
Q3 | $39.8M | Buy |
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|
2021
Q2 | $36.9M | Buy |
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|
2021
Q1 | $30M | Buy |
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|
2020
Q4 | $24.7M | Buy |
|