Fiduciary Alliance’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 | $674K | Buy |
27,576
+1,970
| +8% | +$48.1K | 0.05% | 279 |
|
|
2025
Q1 | $565K | Buy |
25,606
+899
| +4% | +$19.9K | 0.06% | 236 |
|
|
2024
Q4 | $573K | Buy |
+24,707
| New | +$573K | 0.06% | 220 |
|
|
2023
Q3 | – | Sell |
-12,480
| Closed | -$218K | – | 801 |
|
|
2023
Q2 | $218K | Buy |
+12,480
| New | +$218K | 0.05% | 141 |
|
|
2023
Q1 | – | Sell |
-6,855
| Closed | -$103K | – | 732 |
|
|
2022
Q4 | $103K | Buy |
+6,855
| New | +$103K | 0.03% | 161 |
|