Ellenbecker Investment Group’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 | $339K | Sell |
13,850
-191
| -1% | -$4.67K | 0.05% | 85 |
|
|
2025
Q1 | $310K | Buy |
14,041
+199
| +1% | +$4.39K | 0.06% | 86 |
|
|
2024
Q4 | $321K | Sell |
13,842
-2,394
| -15% | -$55.5K | 0.06% | 86 |
|
|
2024
Q3 | $367K | Buy |
16,236
+9
| +0.1% | +$204 | 0.07% | 76 |
|
|
2024
Q2 | $348K | Hold |
16,227
| – | – | 0.07% | 83 |
|
|
2024
Q1 | $336K | Buy |
+16,227
| New | +$336K | 0.07% | 81 |
|