Evolution Advisers’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
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.3M | Hold |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.31M | Hold |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $3K | Buy |
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