FIC
Family Investment Center’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
12,501
-2,214
| -15% | -$54.1K | 0.07% | 67 |
|
|
2025
Q1 | $325K | Buy |
14,715
+2,257
| +18% | +$49.8K | 0.08% | 61 |
|
|
2024
Q4 | $289K | Buy |
12,458
+8,307
| +200% | +$193K | 0.07% | 70 |
|
|
2024
Q3 | $282K | Buy |
4,151
+3
| +0.1% | +$204 | 0.07% | 68 |
|
|
2024
Q2 | $266K | Hold |
4,148
| – | – | 0.08% | 70 |
|
|
2024
Q1 | $257K | Buy |
4,148
+2
| +0% | +$124 | 0.08% | 71 |
|
|
2023
Q4 | $234K | Buy |
+4,146
| New | +$234K | 0.12% | 66 |
|