CX Institutional’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 | $1.52M | Buy |
62,036
+61,808
| +27,109% | +$1.51M | 0.05% | 216 |
|
|
2025
Q1 | $5K | Buy |
+228
| New | +$5K | ﹤0.01% | 1075 |
|
|
2023
Q3 | – | Sell |
-43,473
| Closed | -$759K | – | 539 |
|
|
2023
Q2 | $759K | Buy |
+43,473
| New | +$759K | 0.04% | 306 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$4K | – | 1016 |
|
|
2022
Q2 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 1054 |
|
|
2019
Q1 | – | Sell |
-66,924
| Closed | -$666K | – | 816 |
|
|
2018
Q4 | $666K | Buy |
+66,924
| New | +$666K | 0.14% | 113 |
|