Falcon Wealth Planning’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 | $291K | Buy |
11,912
+284
| +2% | +$6.94K | 0.03% | 138 |
|
|
2025
Q1 | $257K | Buy |
11,628
+15
| +0.1% | +$331 | 0.03% | 148 |
|
|
2024
Q4 | $269K | Sell |
11,613
-768
| -6% | -$17.8K | 0.03% | 138 |
|
|
2024
Q3 | $280K | Buy |
12,381
+315
| +3% | +$7.12K | 0.03% | 128 |
|
|
2024
Q2 | $258K | Hold |
12,066
| – | – | 0.03% | 121 |
|
|
2024
Q1 | $250K | Hold |
12,066
| – | – | 0.04% | 119 |
|
|
2023
Q4 | $227K | Hold |
12,066
| – | – | 0.04% | 123 |
|
|
2023
Q3 | $204K | Buy |
+12,066
| New | +$204K | 0.04% | 108 |
|