CG
Cynosure Group’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 | $4.57M | Buy |
187,049
+541
| +0.3% | +$13.2K | 0.52% | 26 |
|
|
2025
Q1 | $4.12M | Buy |
186,508
+562
| +0.3% | +$12.4K | 0.57% | 25 |
|
|
2024
Q4 | $4.31M | Buy |
185,946
+124,164
| +201% | +$2.88M | 0.64% | 25 |
|
|
2024
Q3 | $4.19M | Buy |
61,782
+32
| +0.1% | +$2.17K | 0.61% | 29 |
|
|
2024
Q2 | $3.97M | Hold |
61,750
| – | – | 0.64% | 27 |
|
|
2024
Q1 | $3.83M | Buy |
61,750
+16
| +0% | +$993 | 0.69% | 21 |
|
|
2023
Q4 | $3.48M | Buy |
61,734
+21
| +0% | +$1.18K | 0.63% | 38 |
|
|
2023
Q3 | $3.12M | Sell |
61,713
-11,314
| -15% | -$572K | 0.96% | 33 |
|
|
2023
Q2 | $3.82M | Buy |
+73,027
| New | +$3.82M | 1.15% | 23 |
|