EAM
Everstar Asset Management’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 | $1.15M | Sell |
46,993
-12,953
| -22% | -$317K | 0.7% | 31 |
|
|
2025
Q1 | $1.32M | Sell |
59,946
-6,115
| -9% | -$135K | 0.88% | 25 |
|
|
2024
Q4 | $1.53M | Buy |
66,061
+43,771
| +196% | +$1.01M | 1.08% | 21 |
|
|
2024
Q3 | $1.51M | Buy |
+22,290
| New | +$1.51M | 1.04% | 22 |
|