FIDELIS iM’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.5M | Sell |
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|
2025
Q2 | $33M | Buy |
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|
2025
Q1 | $29.6M | Buy |
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|
2024
Q4 | $30M | Sell |
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|
2024
Q3 | $32.4M | Buy |
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|
2024
Q2 | $30.3M | Sell |
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|
2024
Q1 | $29.3M | Sell |
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|
2023
Q4 | $26.9M | Sell |
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|
2023
Q3 | $24.2M | Buy |
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|
2023
Q2 | $24.8M | Buy |
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|
2023
Q1 | $22.5M | Buy |
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|
2022
Q4 | $19.2M | Buy |
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|
2022
Q3 | $17.6M | Buy |
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|
2022
Q2 | $17.7M | Buy |
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|
2022
Q1 | $16.4M | Buy |
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|
2021
Q4 | $17.2M | Buy |
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|
2021
Q3 | $15.5M | Buy |
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