DIS
Diversified Investment Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
13,067
-870
| -6% | -$21.3K | 0.22% | 46 |
|
|
2025
Q1 | $308K | Sell |
13,937
-1,290
| -8% | -$28.5K | 0.21% | 44 |
|
|
2024
Q4 | $353K | Buy |
15,227
+9,973
| +190% | +$231K | 0.23% | 43 |
|
|
2024
Q3 | $356K | Sell |
5,254
-75
| -1% | -$5.09K | 0.24% | 42 |
|
|
2024
Q2 | $342K | Buy |
5,329
+312
| +6% | +$20K | 0.24% | 41 |
|
|
2024
Q1 | $311K | Sell |
5,017
-42
| -0.8% | -$2.61K | 0.21% | 44 |
|
|
2023
Q4 | $285K | Sell |
5,059
-460
| -8% | -$25.9K | 0.21% | 40 |
|
|
2023
Q3 | $279K | Sell |
5,519
-75
| -1% | -$3.8K | 0.21% | 41 |
|
|
2023
Q2 | $293K | Sell |
5,594
-155
| -3% | -$8.12K | 0.22% | 40 |
|
|
2023
Q1 | $278K | Buy |
+5,749
| New | +$278K | 0.2% | 39 |
|