EPG Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.82K | Buy |
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|
2024
Q3 | $1.77K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.61K | Hold |
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|
2023
Q4 | $1.52K | Hold |
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|
2023
Q3 | $1.3K | Hold |
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|
2023
Q2 | $1.34K | Sell |
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|
2023
Q1 | $9.17K | Buy |
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|
2022
Q4 | $8.55K | Hold |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $10K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q3 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Buy |
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