Financial Perspectives’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 | $51.9K | Hold |
2,123
| – | – | 0.02% | 303 |
|
|
2025
Q1 | $46.9K | Hold |
2,123
| – | – | 0.02% | 307 |
|
|
2024
Q4 | $49.2K | Sell |
2,123
-1
| -0% | -$23 | 0.02% | 304 |
|
|
2024
Q3 | $48K | Hold |
2,124
| – | – | 0.02% | 290 |
|
|
2024
Q2 | $45.5K | Hold |
2,124
| – | – | 0.02% | 287 |
|
|
2024
Q1 | $43.9K | Buy |
2,124
+6
| +0.3% | +$124 | 0.02% | 292 |
|
|
2023
Q4 | $39.8K | Buy |
2,118
+9
| +0.4% | +$169 | 0.02% | 291 |
|
|
2023
Q3 | $35.6K | Buy |
2,109
+9
| +0.4% | +$152 | 0.02% | 286 |
|
|
2023
Q2 | $36.7K | Hold |
2,100
| – | – | 0.02% | 295 |
|
|
2023
Q1 | $33.9K | Hold |
2,100
| – | – | 0.02% | 300 |
|
|
2022
Q4 | $31.6K | Hold |
2,100
| – | – | 0.02% | 308 |
|
|
2022
Q3 | $29.6K | Hold |
2,100
| – | – | 0.02% | 296 |
|
|
2022
Q2 | $31.3K | Hold |
2,100
| – | – | 0.02% | 292 |
|
|
2022
Q1 | $37.7K | Hold |
2,100
| – | – | 0.02% | 287 |
|
|
2021
Q4 | $39.8K | Hold |
2,100
| – | – | 0.02% | 263 |
|
|
2021
Q3 | $36.4K | Hold |
2,100
| – | – | 0.02% | 273 |
|
|
2021
Q2 | $36.4K | Sell |
2,100
-199,566
| -99% | -$3.46M | 0.02% | 294 |
|
|
2021
Q1 | $350K | Buy |
201,666
+199,566
| +9,503% | +$346K | 0.02% | 334 |
|
|
2020
Q4 | $31.8K | Hold |
2,100
| – | – | 0.02% | 277 |
|
|
2020
Q3 | $28.2K | Hold |
2,100
| – | – | 0.02% | 251 |
|
|
2020
Q2 | $25.9K | Hold |
2,100
| – | – | 0.02% | 244 |
|
|
2020
Q1 | $21.4K | Hold |
2,100
| – | – | 0.02% | 233 |
|
|
2019
Q4 | $26.9K | Buy |
+2,100
| New | +$26.9K | 0.02% | 230 |
|