Ellevest Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ellevest Inc’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$246K	Buy
2023 Q2	–	Sell
2023 Q1	$14.2K	Sell
2022 Q4	$65.6K	Buy
2022 Q3	$9K	Buy
2022 Q2	$5K	Hold
2022 Q1	$6K	Hold
2021 Q4	$6K	Sell
2021 Q3	$33K	Buy
2019 Q1	–	Sell
2018 Q4	$0	Buy