Edgestream Partners’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 | $652K | Buy |
+26,688
| New | +$652K | 0.02% | 702 |
|
|
2024
Q3 | – | Sell |
-18,162
| Closed | -$389K | – | 1048 |
|
|
2024
Q2 | $389K | Sell |
18,162
-3,516
| -16% | -$75.3K | 0.02% | 704 |
|
|
2024
Q1 | $448K | Buy |
21,678
+10,782
| +99% | +$223K | 0.02% | 662 |
|
|
2023
Q4 | $205K | Sell |
10,896
-9,744
| -47% | -$183K | 0.01% | 786 |
|
|
2023
Q3 | $348K | Buy |
20,640
+7,341
| +55% | +$124K | 0.03% | 678 |
|
|
2023
Q2 | $232K | Buy |
+13,299
| New | +$232K | 0.02% | 667 |
|