Essex LLC’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
Q2 | $23.2M | Sell |
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|
2025
Q1 | $21.4M | Buy |
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|
2024
Q4 | $21.1M | Buy |
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|
2024
Q3 | $19.6M | Buy |
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|
2024
Q2 | $16.3M | Buy |
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|
2024
Q1 | $14.6M | Buy |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $9.76M | Buy |
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|
2023
Q2 | $9.1M | Buy |
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|
2023
Q1 | $6.5M | Hold |
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|
2022
Q4 | $6.5M | Buy |
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|
2022
Q3 | $5.95M | Buy |
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|
2022
Q2 | $5.91M | Buy |
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|
2022
Q1 | $6.98M | Buy |
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|
2021
Q4 | $6.9M | Buy |
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|
2021
Q3 | $6.1M | Buy |
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