Diversified Portfolios 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 | $216K | Sell |
8,858
-1,837
| -17% | -$44.9K | 0.02% | 154 |
|
|
2025
Q1 | $236K | Buy |
10,695
+1,372
| +15% | +$30.3K | 0.02% | 137 |
|
|
2024
Q4 | $216K | Buy |
9,323
+2
| +0% | +$46 | 0.02% | 142 |
|
|
2024
Q3 | $211K | Sell |
9,321
-537
| -5% | -$12.1K | 0.02% | 135 |
|
|
2024
Q2 | $211K | Buy |
+9,858
| New | +$211K | 0.03% | 129 |
|
|
2023
Q1 | – | Sell |
-11,853
| Closed | -$178K | – | 143 |
|
|
2022
Q4 | $178K | Buy |
11,853
+1,377
| +13% | +$20.7K | 0.04% | 127 |
|
|
2022
Q3 | $148K | Buy |
+10,476
| New | +$148K | 0.04% | 131 |
|