Evergreen Capital 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
Q3 | $1.3M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $941K | Sell |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $871K | Sell |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $762K | Buy |
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $515K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $260K | Buy |
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