DAS
Diversify Advisory Services’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 | $3.94M | Buy |
154,716
+29,821
| +24% | +$759K | 0.15% | 104 |
|
|
2025
Q1 | $2.74M | Sell |
124,895
-780
| -0.6% | -$17.1K | 0.17% | 98 |
|
|
2024
Q4 | $2.89M | Sell |
125,675
-1,595
| -1% | -$36.7K | 0.16% | 96 |
|
|
2024
Q3 | $2.93M | Buy |
127,270
+90,938
| +250% | +$2.09M | 0.16% | 115 |
|
|
2024
Q2 | $2.38M | Sell |
36,332
-2,085
| -5% | -$137K | 0.13% | 138 |
|
|
2024
Q1 | $2.38M | Buy |
+38,417
| New | +$2.38M | 0.14% | 144 |
|