Evernest Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
25,760
+44
| +0.2% | +$1.08K | 0.2% | 95 |
|
|
2025
Q1 | $568K | Buy |
25,716
+45
| +0.2% | +$994 | 0.2% | 96 |
|
|
2024
Q4 | $595K | Sell |
25,671
-639
| -2% | -$14.8K | 0.15% | 98 |
|
|
2024
Q3 | $595K | Buy |
26,310
+90
| +0.3% | +$2.04K | 0.16% | 98 |
|
|
2024
Q2 | $562K | Hold |
26,220
| – | – | 0.25% | 78 |
|
|
2024
Q1 | $513K | Sell |
26,220
-15,816
| -38% | -$309K | 0.24% | 84 |
|
|
2023
Q4 | $790K | Buy |
+42,036
| New | +$790K | 0.4% | 59 |
|
|
2021
Q4 | $518K | Buy |
+52,314
| New | +$518K | 0.27% | 79 |
|