Fairman Group’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 | $518K | Buy |
21,185
+958
| +5% | +$23.4K | 0.43% | 29 |
|
|
2025
Q1 | $305K | Buy |
20,227
+7,072
| +54% | +$107K | 0.28% | 40 |
|
|
2024
Q4 | $305K | Sell |
13,155
-99
| -0.7% | -$2.3K | 0.25% | 42 |
|
|
2024
Q3 | $300K | Buy |
13,254
+9
| +0.1% | +$204 | 0.27% | 46 |
|
|
2024
Q2 | $285K | Sell |
13,245
-1,338
| -9% | -$28.7K | 0.29% | 44 |
|
|
2024
Q1 | $302K | Sell |
14,583
-987
| -6% | -$20.4K | 0.28% | 37 |
|
|
2023
Q4 | $293K | Buy |
+15,570
| New | +$293K | 0.28% | 34 |
|