EverSource Wealth Advisors’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 | $679K | Sell |
27,801
-1,400
| -5% | -$34.2K | 0.03% | 367 |
|
|
2025
Q1 | $645K | Sell |
29,201
-9,010
| -24% | -$199K | 0.04% | 332 |
|
|
2024
Q4 | $886K | Buy |
38,211
+2,160
| +6% | +$50.1K | 0.05% | 259 |
|
|
2024
Q3 | $815K | Buy |
36,051
+2,163
| +6% | +$48.9K | 0.05% | 249 |
|
|
2024
Q2 | $736K | Buy |
33,888
+2,976
| +10% | +$64.6K | 0.05% | 256 |
|
|
2024
Q1 | $613K | Buy |
30,912
+21,903
| +243% | +$435K | 0.05% | 237 |
|
|
2023
Q4 | $169K | Buy |
9,009
+45
| +0.5% | +$846 | 0.02% | 475 |
|
|
2023
Q3 | $151K | Buy |
8,964
+1,284
| +17% | +$21.7K | 0.02% | 464 |
|
|
2023
Q2 | $134K | Buy |
7,680
+2,436
| +46% | +$42.5K | 0.01% | 484 |
|
|
2023
Q1 | $84.6K | Hold |
5,244
| – | – | 0.01% | 600 |
|
|
2022
Q4 | $78.9K | Hold |
5,244
| – | – | 0.01% | 589 |
|
|
2022
Q3 | $74K | Buy |
5,244
+5,106
| +3,700% | +$72.1K | 0.02% | 524 |
|
|
2022
Q2 | $2K | Hold |
138
| – | – | ﹤0.01% | 1558 |
|
|
2022
Q1 | $2K | Buy |
138
+84
| +156% | +$1.22K | ﹤0.01% | 1572 |
|
|
2021
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 1724 |
|