Empower Advisory 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 | $1.41M | Sell |
57,598
-29,839
| -34% | -$729K | ﹤0.01% | 221 |
|
|
2025
Q1 | $1.93M | Sell |
87,437
-6,149
| -7% | -$136K | 0.01% | 205 |
|
|
2024
Q4 | $2.17M | Sell |
93,586
-1,466
| -2% | -$34K | 0.01% | 205 |
|
|
2024
Q3 | $2.15M | Buy |
95,052
+621
| +0.7% | +$14K | 0.01% | 197 |
|
|
2024
Q2 | $2.02M | Sell |
94,431
-3,126
| -3% | -$66.9K | 0.01% | 200 |
|
|
2024
Q1 | $2.02M | Sell |
97,557
-32,181
| -25% | -$666K | 0.01% | 204 |
|
|
2023
Q4 | $2.44M | Buy |
129,738
+26,001
| +25% | +$489K | 0.01% | 202 |
|
|
2023
Q3 | $1.75M | Buy |
103,737
+16,683
| +19% | +$281K | 0.01% | 208 |
|
|
2023
Q2 | $1.52M | Buy |
87,054
+393
| +0.5% | +$6.86K | 0.01% | 220 |
|
|
2023
Q1 | $1.4M | Buy |
+86,661
| New | +$1.4M | 0.01% | 226 |
|