Curtis Advisory Group’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 | $356K | Buy |
14,549
+737
| +5% | +$18K | 0.09% | 89 |
|
|
2025
Q1 | $305K | Buy |
13,812
+18
| +0.1% | +$397 | 0.09% | 87 |
|
|
2024
Q4 | $320K | Hold |
13,794
| – | – | 0.08% | 81 |
|
|
2024
Q3 | $312K | Buy |
13,794
+3
| +0% | +$68 | 0.09% | 81 |
|
|
2024
Q2 | $295K | Buy |
13,791
+15
| +0.1% | +$321 | 0.1% | 78 |
|
|
2024
Q1 | $285K | Hold |
13,776
| – | – | 0.11% | 78 |
|
|
2023
Q4 | $259K | Hold |
13,776
| – | – | 0.12% | 78 |
|
|
2023
Q3 | $232K | Hold |
13,776
| – | – | 0.08% | 76 |
|
|
2023
Q2 | $240K | Hold |
13,776
| – | – | 0.08% | 78 |
|
|
2023
Q1 | $222K | Buy |
13,776
+42
| +0.3% | +$677 | 0.08% | 83 |
|
|
2022
Q4 | $207K | Buy |
+13,734
| New | +$207K | 0.08% | 85 |
|
|
2022
Q3 | – | Sell |
-13,734
| Closed | -$204K | – | 90 |
|
|
2022
Q2 | $204K | Buy |
+13,734
| New | +$204K | 0.08% | 87 |
|