Ethos Financial Group’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 | $29.4M | Buy |
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|
2025
Q1 | $23.8M | Buy |
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|
2024
Q4 | $23.7M | Buy |
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|
2024
Q3 | $20.9M | Buy |
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|
2024
Q2 | $19.5M | Buy |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $15.7M | Buy |
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|
2023
Q3 | $12.9M | Buy |
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|
2023
Q2 | $7.84M | Hold |
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|
2023
Q1 | $7.84M | Buy |
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|
2022
Q4 | $6.98M | Buy |
|