Elite Life 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 | $9.45M | Buy |
386,853
+49,263
| +15% | +$1.2M | 24.33% | 1 |
|
|
2025
Q1 | $7.45M | Buy |
337,590
+50,929
| +18% | +$1.12M | 23.25% | 1 |
|
|
2024
Q4 | $6.64M | Buy |
286,661
+53,714
| +23% | +$1.25M | 19.68% | 1 |
|
|
2024
Q3 | $5.27M | Buy |
232,947
+41,160
| +21% | +$931K | 17.21% | 1 |
|
|
2024
Q2 | $4.11M | Buy |
191,787
+25,065
| +15% | +$537K | 15.93% | 2 |
|
|
2024
Q1 | $3.45M | Buy |
166,722
+18,156
| +12% | +$376K | 16.88% | 2 |
|
|
2023
Q4 | $2.79M | Buy |
+148,566
| New | +$2.79M | 16.72% | 2 |
|