Cypress Financial Planning’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 | $777K | Buy |
31,783
+34
| +0.1% | +$831 | 0.25% | 33 |
|
|
2025
Q1 | $701K | Sell |
31,749
-4
| -0% | -$88 | 0.25% | 33 |
|
|
2024
Q4 | $736K | Sell |
31,753
-2,342
| -7% | -$54.3K | 0.27% | 31 |
|
|
2024
Q3 | $771K | Buy |
34,095
+51
| +0.1% | +$1.15K | 0.29% | 29 |
|
|
2024
Q2 | $729K | Buy |
34,044
+4,314
| +15% | +$92.4K | 0.3% | 30 |
|
|
2024
Q1 | $615K | Buy |
+29,730
| New | +$615K | 0.28% | 33 |
|