DAGCO Inc’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 | $110K | Hold |
4,500
| – | – | 0.03% | 122 |
|
|
2025
Q1 | $99.4K | Buy |
+4,500
| New | +$99.4K | 0.03% | 117 |
|
|
2024
Q4 | – | Sell |
-4,500
| Closed | -$102K | – | 180 |
|
|
2024
Q3 | $102K | Sell |
4,500
-489
| -10% | -$11.1K | 0.04% | 98 |
|
|
2024
Q2 | $107K | Buy |
4,989
+2,439
| +96% | +$52.2K | 0.05% | 94 |
|
|
2024
Q1 | $52.8K | Buy |
+2,550
| New | +$52.8K | 0.02% | 121 |
|