DHJJ Financial Advisors’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
Q3 | $392K | Sell |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $445K | Sell |
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|
2024
Q3 | $454K | Hold |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $542K | Buy |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $521K | Buy |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $499K | Buy |
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|
2020
Q4 | $429K | Buy |
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