FC Advisory’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 | $347K | Buy |
14,195
+61
| +0.4% | +$1.49K | 0.11% | 91 |
|
|
2025
Q1 | $312K | Sell |
14,134
-505
| -3% | -$11.2K | 0.11% | 90 |
|
|
2024
Q4 | $339K | Sell |
14,639
-1,498
| -9% | -$34.7K | 0.11% | 84 |
|
|
2024
Q3 | $365K | Sell |
16,137
-1,479
| -8% | -$33.4K | 0.12% | 83 |
|
|
2024
Q2 | $377K | Sell |
17,616
-99
| -0.6% | -$2.12K | 0.14% | 76 |
|
|
2024
Q1 | $366K | Sell |
17,715
-1,638
| -8% | -$33.9K | 0.14% | 78 |
|
|
2023
Q4 | $364K | Sell |
19,353
-294
| -1% | -$5.53K | 0.14% | 78 |
|
|
2023
Q3 | $331K | Sell |
19,647
-48
| -0.2% | -$810 | 0.14% | 79 |
|
|
2023
Q2 | $344K | Buy |
19,695
+63
| +0.3% | +$1.1K | 0.14% | 76 |
|
|
2023
Q1 | $317K | Buy |
19,632
+978
| +5% | +$15.8K | 0.14% | 78 |
|
|
2022
Q4 | $281K | Buy |
+18,654
| New | +$281K | 0.13% | 78 |
|