Fairfield Financial Advisors’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
Q1 | – | Sell |
-321
| Closed | -$7.44K | – | 174 |
|
|
2024
Q4 | $7.44K | Hold |
321
| – | – | ﹤0.01% | 212 |
|
|
2024
Q3 | $7.25K | Buy |
321
+3
| +0.9% | +$68 | ﹤0.01% | 236 |
|
|
2024
Q2 | $6.83K | Buy |
+318
| New | +$6.83K | ﹤0.01% | 228 |
|
|
2023
Q4 | $5.97K | Buy |
318
+3
| +1% | +$56 | ﹤0.01% | 261 |
|
|
2023
Q3 | $5.34K | Hold |
315
| – | – | ﹤0.01% | 255 |
|
|
2023
Q2 | $5.5K | Hold |
315
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $4.99K | Buy |
315
+3
| +1% | +$48 | ﹤0.01% | 272 |
|
|
2022
Q4 | $4.71K | Hold |
312
| – | – | ﹤0.01% | 256 |
|
|
2022
Q3 | $4.4K | Buy |
312
+3
| +1% | +$42 | ﹤0.01% | 263 |
|
|
2022
Q2 | $4.62K | Hold |
309
| – | – | ﹤0.01% | 246 |
|
|
2022
Q1 | $5.54K | Buy |
+309
| New | +$5.54K | ﹤0.01% | 257 |
|