Econ Financial Services’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 | $1.12M | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $2.75M | Sell |
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|
2023
Q4 | $3.96M | Sell |
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|
2023
Q3 | $3.63M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.11M | Buy |
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|
2019
Q2 | $2.69M | Buy |
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|
2019
Q1 | $2.45M | Buy |
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|
2018
Q4 | $1.87M | Buy |
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