Financial Life Advisors’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 | $367K | Hold |
15,000
| – | – | 0.13% | 40 |
|
|
2025
Q1 | $331K | Hold |
15,000
| – | – | 0.12% | 42 |
|
|
2024
Q4 | $348K | Hold |
15,000
| – | – | 0.13% | 36 |
|
|
2024
Q3 | $339K | Hold |
15,000
| – | – | 0.13% | 36 |
|
|
2024
Q2 | $321K | Hold |
15,000
| – | – | 0.13% | 43 |
|
|
2024
Q1 | $310K | Hold |
15,000
| – | – | 0.13% | 47 |
|
|
2023
Q4 | $282K | Hold |
15,000
| – | – | 0.12% | 50 |
|
|
2023
Q3 | $253K | Hold |
15,000
| – | – | 0.11% | 48 |
|
|
2023
Q2 | $262K | Hold |
15,000
| – | – | 0.11% | 53 |
|
|
2023
Q1 | $242K | Hold |
15,000
| – | – | 0.1% | 64 |
|
|
2022
Q4 | $226K | Hold |
15,000
| – | – | 0.1% | 67 |
|
|
2022
Q3 | $212K | Hold |
15,000
| – | – | 0.11% | 67 |
|
|
2022
Q2 | $223K | Hold |
15,000
| – | – | 0.1% | 48 |
|
|
2022
Q1 | $269K | Hold |
15,000
| – | – | 0.11% | 48 |
|
|
2021
Q4 | $285K | Hold |
15,000
| – | – | 0.11% | 49 |
|
|
2021
Q3 | $260K | Hold |
15,000
| – | – | 0.11% | 47 |
|
|
2021
Q2 | $260K | Hold |
15,000
| – | – | 0.11% | 49 |
|
|
2021
Q1 | $240K | Hold |
15,000
| – | – | 0.11% | 49 |
|
|
2020
Q4 | $227K | Hold |
15,000
| – | – | 0.12% | 48 |
|
|
2020
Q3 | $201K | Buy |
+15,000
| New | +$201K | 0.11% | 47 |
|