Eley Financial Management’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 | $257K | Hold |
10,497
| – | – | 0.1% | 66 |
|
|
2025
Q1 | $233K | Hold |
10,497
| – | – | 0.09% | 66 |
|
|
2024
Q4 | $243K | Hold |
10,497
| – | – | 0.09% | 68 |
|
|
2024
Q3 | $237K | Hold |
10,497
| – | – | 0.1% | 67 |
|
|
2024
Q2 | $225K | Hold |
10,497
| – | – | 0.1% | 67 |
|
|
2024
Q1 | $217K | Sell |
10,497
-5,091
| -33% | -$105K | 0.09% | 65 |
|
|
2023
Q4 | $293K | Hold |
15,588
| – | – | 0.14% | 66 |
|
|
2023
Q3 | $264K | Hold |
15,588
| – | – | 0.13% | 66 |
|
|
2023
Q2 | $272K | Hold |
15,588
| – | – | 0.13% | 67 |
|
|
2023
Q1 | $251K | Hold |
15,588
| – | – | 0.13% | 67 |
|
|
2022
Q4 | $235K | Buy |
+15,588
| New | +$235K | 0.13% | 67 |
|