EverSource Wealth Advisors’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 | $1.96M | Buy |
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|
2025
Q2 | $679K | Sell |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $886K | Buy |
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|
2024
Q3 | $815K | Buy |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $169K | Buy |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $134K | Buy |
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|
2023
Q1 | $84.6K | Hold |
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|
2022
Q4 | $78.9K | Hold |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $1K | Buy |
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