Delta Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
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|
2025
Q1 | $29.8K | Hold |
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|
2024
Q4 | $31.3K | Hold |
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|
2024
Q3 | $30.5K | Hold |
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|
2024
Q2 | $28.9K | Hold |
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|
2024
Q1 | $27.9K | Hold |
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|
2023
Q4 | $25.4K | Hold |
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|
2023
Q3 | $22.8K | Sell |
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|
2023
Q2 | $27.5K | Buy |
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|
2023
Q1 | $10.9K | Hold |
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|
2022
Q4 | $10.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $14K | Sell |
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|
2021
Q3 | $18K | Buy |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $10K | Buy |
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