CVA Family Office’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
Q2 | $12.1M | Buy |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $9.6M | Sell |
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|
2024
Q2 | $9.25M | Buy |
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|
2024
Q1 | $8.38M | Buy |
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|
2023
Q4 | $7.61M | Buy |
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|
2023
Q3 | $6.48M | Buy |
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|
2023
Q2 | $6.49M | Sell |
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|
2023
Q1 | $6.21M | Sell |
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|
2022
Q4 | $6.33M | Buy |
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|
2022
Q3 | $5.49M | Sell |
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|
2022
Q2 | $6.55M | Sell |
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|
2022
Q1 | $8.29M | Buy |
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|
2021
Q4 | $8.4M | Sell |
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|
2021
Q3 | $6.2M | Buy |
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|
2021
Q2 | $7.82M | Buy |
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|
2021
Q1 | $7.22M | Sell |
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|
2020
Q4 | $6.87M | Sell |
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|
2020
Q3 | $6.2M | Buy |
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|
2020
Q2 | $5.68M | Buy |
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|
2020
Q1 | $3.45M | Buy |
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|
2019
Q4 | $3.43M | Buy |
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