Curtis Advisory Group’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 | $365K | Sell |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $259K | Hold |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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