Exencial Wealth Advisors’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 | $4.29M | Sell |
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|
2025
Q2 | $4.2M | Sell |
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|
2025
Q1 | $3.91M | Sell |
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|
2024
Q4 | $4.16M | Sell |
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|
2024
Q3 | $4.42M | Sell |
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|
2024
Q2 | $4.18M | Sell |
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|
2024
Q1 | $4.36M | Sell |
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|
2023
Q4 | $6.96M | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $333K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $407K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $372K | Buy |
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