Farrell Financial’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 | $10.8M | Sell |
442,772
-1,644
| -0.4% | -$40.2K | 7.26% | 2 |
|
|
2025
Q1 | $9.81M | Buy |
444,416
+22,233
| +5% | +$491K | 7.14% | 2 |
|
|
2024
Q4 | $9.79M | Sell |
422,183
-843,469
| -67% | -$19.6M | 7% | 2 |
|
|
2024
Q3 | $9.99M | Buy |
1,265,652
+826,653
| +188% | +$6.53M | 7.06% | 2 |
|
|
2024
Q2 | $9.4M | Sell |
438,999
-11,595
| -3% | -$248K | 7.32% | 2 |
|
|
2024
Q1 | $9.32M | Sell |
450,594
-9,279
| -2% | -$192K | 7.63% | 2 |
|
|
2023
Q4 | $7.77M | Buy |
+459,873
| New | +$7.77M | 7.77% | 2 |
|