EFG
Ethos Financial Group’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 | $29.4M | Buy |
1,201,528
+175,482
| +17% | +$4.29M | 2.53% | 5 |
|
|
2025
Q1 | $23.8M | Buy |
1,026,046
+5,485
| +0.5% | +$127K | 2.27% | 5 |
|
|
2024
Q4 | $23.7M | Buy |
1,020,561
+712,922
| +232% | +$16.5M | 3.08% | 3 |
|
|
2024
Q3 | $20.9M | Buy |
307,639
+4,341
| +1% | +$295K | 3.44% | 4 |
|
|
2024
Q2 | $19.5M | Buy |
303,298
+14,732
| +5% | +$950K | 3.44% | 3 |
|
|
2024
Q1 | $18M | Buy |
288,566
+11,082
| +4% | +$691K | 3.4% | 3 |
|
|
2023
Q4 | $15.7M | Buy |
277,484
+25,153
| +10% | +$1.42M | 3.33% | 4 |
|
|
2023
Q3 | $12.9M | Buy |
252,331
+90,248
| +56% | +$4.61M | 3.33% | 3 |
|
|
2023
Q2 | $7.84M | Hold |
162,083
| – | – | 2.65% | 11 |
|
|
2023
Q1 | $7.84M | Buy |
162,083
+7,464
| +5% | +$361K | 2.44% | 11 |
|
|
2022
Q4 | $6.98M | Buy |
+154,619
| New | +$6.98M | 2.36% | 15 |
|