Financial Life Advisors’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 | $395K | Hold |
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|
2025
Q2 | $367K | Hold |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $201K | Buy |
|