CFO
CVA Family Office’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
494,551
+31,621
| +7% | +$773K | 1.7% | 12 |
|
|
2025
Q1 | $10.2M | Sell |
462,930
-4,905
| -1% | -$108K | 1.57% | 12 |
|
|
2024
Q4 | $10.8M | Buy |
467,835
+326,300
| +231% | +$7.56M | 1.72% | 11 |
|
|
2024
Q3 | $9.6M | Sell |
141,535
-2,483
| -2% | -$168K | 1.56% | 13 |
|
|
2024
Q2 | $9.25M | Buy |
144,018
+9,005
| +7% | +$579K | 1.67% | 12 |
|
|
2024
Q1 | $8.38M | Buy |
135,013
+90
| +0.1% | +$5.59K | 1.5% | 14 |
|
|
2023
Q4 | $7.61M | Buy |
134,923
+6,870
| +5% | +$387K | 1.48% | 16 |
|
|
2023
Q3 | $6.48M | Buy |
128,053
+4,209
| +3% | +$213K | 1.48% | 17 |
|
|
2023
Q2 | $6.49M | Sell |
123,844
-4,454
| -3% | -$233K | 1.36% | 18 |
|
|
2023
Q1 | $6.21M | Sell |
128,298
-11,945
| -9% | -$578K | 1.39% | 17 |
|
|
2022
Q4 | $6.33M | Buy |
140,243
+10,573
| +8% | +$477K | 1.54% | 15 |
|
|
2022
Q3 | $5.49M | Sell |
129,670
-16,918
| -12% | -$717K | 1.49% | 14 |
|
|
2022
Q2 | $6.55M | Sell |
146,588
-7,279
| -5% | -$325K | 1.78% | 11 |
|
|
2022
Q1 | $8.29M | Buy |
153,867
+80,037
| +108% | +$4.31M | 1.98% | 10 |
|
|
2021
Q4 | $8.4M | Sell |
73,830
-3,024
| -4% | -$344K | 2.09% | 11 |
|
|
2021
Q3 | $6.2M | Buy |
76,854
+1,609
| +2% | +$130K | 4.48% | 4 |
|
|
2021
Q2 | $7.82M | Buy |
75,245
+4
| +0% | +$416 | 2.23% | 11 |
|
|
2021
Q1 | $7.23M | Sell |
75,241
-288
| -0.4% | -$27.7K | 2.74% | 6 |
|
|
2020
Q4 | $6.87M | Sell |
75,529
-1,325
| -2% | -$121K | 4.22% | 5 |
|
|
2020
Q3 | $6.2M | Buy |
76,854
+216
| +0.3% | +$17.4K | 4.48% | 4 |
|
|
2020
Q2 | $5.68M | Buy |
76,638
+20,264
| +36% | +$1.5M | 4.67% | 4 |
|
|
2020
Q1 | $3.45M | Buy |
56,374
+11,746
| +26% | +$719K | 3.51% | 6 |
|
|
2019
Q4 | $3.43M | Buy |
+44,628
| New | +$3.43M | 3.16% | 7 |
|