Evoke Wealth’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 | $2.23M | Hold |
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|
2025
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.32M | Hold |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $681K | Hold |
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|
2023
Q2 | $704K | Buy |
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|
2023
Q1 | $436K | Hold |
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|
2022
Q4 | $407K | Hold |
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|
2022
Q3 | $382K | Hold |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $485K | Hold |
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|
2021
Q4 | $513K | Buy |
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