Elevation Wealth 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 | $10.5M | Buy |
430,989
+833
| +0.2% | +$20.4K | 4.16% | 5 |
|
|
2025
Q1 | $9.5M | Buy |
430,156
+68,930
| +19% | +$1.52M | 4.11% | 5 |
|
|
2024
Q4 | $8.37M | Buy |
361,226
+7,547
| +2% | +$175K | 3.54% | 6 |
|
|
2024
Q3 | $8M | Sell |
353,679
-5,616
| -2% | -$127K | 3.43% | 7 |
|
|
2024
Q2 | $7.69M | Sell |
359,295
-38,754
| -10% | -$830K | 3.64% | 5 |
|
|
2024
Q1 | $8.23M | Buy |
398,049
+29,967
| +8% | +$620K | 4.11% | 5 |
|
|
2023
Q4 | $6.21M | Buy |
368,082
+368,022
| +613,370% | +$6.21M | 3.72% | 5 |
|
|
2023
Q3 | $1.01K | Hold |
60
| – | – | ﹤0.01% | 302 |
|
|
2023
Q2 | $1.05K | Buy |
+60
| New | +$1.05K | ﹤0.01% | 314 |
|