DHJJ Financial Advisors’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 | $374K | Sell |
15,285
-1,299
| -8% | -$31.7K | 0.13% | 118 |
|
|
2025
Q1 | $366K | Sell |
16,584
-2,617
| -14% | -$57.8K | 0.15% | 115 |
|
|
2024
Q4 | $445K | Sell |
19,201
-869
| -4% | -$20.1K | 0.17% | 101 |
|
|
2024
Q3 | $454K | Hold |
20,070
| – | – | 0.18% | 99 |
|
|
2024
Q2 | $430K | Sell |
20,070
-1,926
| -9% | -$41.2K | 0.18% | 98 |
|
|
2024
Q1 | $455K | Sell |
21,996
-1,197
| -5% | -$24.8K | 0.2% | 88 |
|
|
2023
Q4 | $436K | Sell |
23,193
-7,113
| -23% | -$134K | 0.2% | 85 |
|
|
2023
Q3 | $511K | Buy |
30,306
+30
| +0.1% | +$506 | 0.26% | 71 |
|
|
2023
Q2 | $529K | Buy |
30,276
+30
| +0.1% | +$524 | 0.28% | 75 |
|
|
2023
Q1 | $488K | Buy |
30,246
+30
| +0.1% | +$484 | 0.26% | 77 |
|
|
2022
Q4 | $455K | Buy |
30,216
+36
| +0.1% | +$542 | 0.26% | 80 |
|
|
2022
Q3 | $426K | Buy |
30,180
+33
| +0.1% | +$466 | 0.25% | 80 |
|
|
2022
Q2 | $449K | Buy |
30,147
+30
| +0.1% | +$447 | 0.25% | 81 |
|
|
2022
Q1 | $542K | Buy |
30,117
+21
| +0.1% | +$378 | 0.26% | 77 |
|
|
2021
Q4 | $571K | Buy |
30,096
+24
| +0.1% | +$455 | 0.27% | 72 |
|
|
2021
Q3 | $521K | Buy |
30,072
+30
| +0.1% | +$520 | 0.27% | 72 |
|
|
2021
Q2 | $521K | Sell |
30,042
-1,314
| -4% | -$22.8K | 0.28% | 67 |
|
|
2021
Q1 | $499K | Buy |
31,356
+3,084
| +11% | +$49.1K | 0.29% | 64 |
|
|
2020
Q4 | $429K | Buy |
+28,272
| New | +$429K | 0.27% | 68 |
|