Financial Perspectives’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 | $55.9K | Hold |
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|
2025
Q2 | $51.9K | Hold |
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|
2025
Q1 | $46.9K | Hold |
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|
2024
Q4 | $49.2K | Sell |
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|
2024
Q3 | $48K | Hold |
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|
2024
Q2 | $45.5K | Hold |
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|
2024
Q1 | $43.9K | Buy |
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|
2023
Q4 | $39.8K | Buy |
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|
2023
Q3 | $35.6K | Buy |
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|
2023
Q2 | $36.7K | Hold |
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|
2023
Q1 | $33.9K | Hold |
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|
2022
Q4 | $31.6K | Hold |
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|
2022
Q3 | $29.6K | Hold |
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|
2022
Q2 | $31.3K | Hold |
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|
2022
Q1 | $37.7K | Hold |
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|
2021
Q4 | $39.8K | Hold |
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|
2021
Q3 | $36.4K | Hold |
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|
2021
Q2 | $36.4K | Sell |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $31.8K | Hold |
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|
2020
Q3 | $28.2K | Hold |
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|
2020
Q2 | $25.9K | Hold |
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|
2020
Q1 | $21.4K | Hold |
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|
2019
Q4 | $26.9K | Buy |
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