Fiduciary Family Office’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 | $811K | Hold |
33,177
| – | – | 0.27% | 75 |
|
|
2025
Q1 | $733K | Buy |
+33,177
| New | +$733K | 0.24% | 91 |
|
|
2024
Q4 | – | Sell |
-33,177
| Closed | -$750K | – | 205 |
|
|
2024
Q3 | $750K | Hold |
33,177
| – | – | 0.25% | 86 |
|
|
2024
Q2 | $711K | Hold |
33,177
| – | – | 0.28% | 91 |
|
|
2024
Q1 | $686K | Hold |
33,177
| – | – | 0.27% | 104 |
|
|
2023
Q4 | $624K | Buy |
+33,177
| New | +$624K | 0.27% | 90 |
|