Evoke Wealth’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 | $2.07M | Buy |
84,810
+3,430
| +4% | +$83.8K | 0.05% | 140 |
|
|
2025
Q1 | $1.8M | Buy |
81,380
+24,344
| +43% | +$538K | 0.05% | 146 |
|
|
2024
Q4 | $1.32M | Hold |
57,036
| – | – | 0.04% | 166 |
|
|
2024
Q3 | $1.29M | Buy |
+57,036
| New | +$1.29M | 0.04% | 168 |
|
|
2024
Q2 | – | Sell |
-52,536
| Closed | -$1.09M | – | 332 |
|
|
2024
Q1 | $1.09M | Buy |
52,536
+40,536
| +338% | +$839K | 0.03% | 173 |
|
|
2023
Q4 | $226K | Sell |
12,000
-28,356
| -70% | -$533K | 0.37% | 68 |
|
|
2023
Q3 | $681K | Hold |
40,356
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $704K | Buy |
40,356
+13,326
| +49% | +$233K | 0.02% | 188 |
|
|
2023
Q1 | $436K | Hold |
27,030
| – | – | 0.02% | 226 |
|
|
2022
Q4 | $407K | Hold |
27,030
| – | – | 0.01% | 240 |
|
|
2022
Q3 | $382K | Hold |
27,030
| – | – | 0.02% | 238 |
|
|
2022
Q2 | $402K | Hold |
27,030
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $485K | Hold |
27,030
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $513K | Buy |
+27,030
| New | +$513K | 0.02% | 235 |
|