Evercore 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
Q2 | $208K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $319K | Hold |
|
|||||
|
2021
Q2 | $319K | Hold |
|
|||||
|
2021
Q1 | $295K | Buy |
|
|||||
|
2020
Q4 | $268K | Hold |
|
|||||
|
2020
Q3 | $238K | Buy |
|
|||||
|
2020
Q2 | $218K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $422K | Hold |
|
|||||
|
2018
Q2 | $394K | Hold |
|
|||||
|
2018
Q1 | $383K | Hold |
|
|||||
|
2017
Q4 | $387K | Hold |
|
|||||
|
2017
Q3 | $364K | Sell |
|
|||||
|
2017
Q2 | $470K | Hold |
|
|||||
|
2017
Q1 | $458K | Buy |
|
|||||
|
2016
Q4 | $41K | Hold |
|
|||||
|
2016
Q3 | $40K | Hold |
|
|||||
|
2016
Q2 | $38K | Hold |
|
|||||
|
2016
Q1 | $37K | Hold |
|
|||||
|
2015
Q4 | $37K | Buy |
|