EA
Enclave Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
503,185
-12,129
| -2% | -$296K | 1.99% | 13 |
|
|
2025
Q1 | $11.4M | Buy |
515,314
+1,602
| +0.3% | +$35.4K | 1.94% | 16 |
|
|
2024
Q4 | $11.9M | Buy |
513,712
+343,036
| +201% | +$7.95M | 1.96% | 14 |
|
|
2024
Q3 | $11.6M | Buy |
+170,676
| New | +$11.6M | 1.96% | 13 |
|