Element Wealth’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 | $8.89M | Sell |
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|
2025
Q2 | $8.3M | Sell |
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|
2025
Q1 | $7.66M | Sell |
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|
2024
Q4 | $8.22M | Sell |
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|
2024
Q3 | $8.09M | Sell |
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|
2024
Q2 | $7.95M | Sell |
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|
2024
Q1 | $7.81M | Sell |
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|
2023
Q4 | $7.13M | Buy |
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|
2023
Q3 | $5.49M | Sell |
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|
2023
Q2 | $5.71M | Sell |
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|
2023
Q1 | $5.29M | Sell |
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|
2022
Q4 | $5.09M | Sell |
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|
2022
Q3 | $5.2M | Sell |
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|
2022
Q2 | $5.57M | Sell |
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|
2022
Q1 | $6.75M | Sell |
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|
2021
Q4 | $7.37M | Buy |
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|
2021
Q3 | $4.11M | Buy |
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|
2021
Q2 | $4.1M | Sell |
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|
2021
Q1 | $3.85M | Buy |
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|
2020
Q4 | $3.57M | Sell |
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|
2020
Q3 | $3.37M | Sell |
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|
2020
Q2 | $3.42M | Sell |
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|
2020
Q1 | $2.89M | Sell |
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|
2019
Q4 | $3.63M | Buy |
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