FinDec Wealth Services’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 | $315K | Sell |
12,906
-11,482
| -47% | -$281K | 0.33% | 26 |
|
|
2025
Q1 | $538K | Sell |
24,388
-36,002
| -60% | -$795K | 0.53% | 26 |
|
|
2024
Q4 | $1.4M | Sell |
60,390
-37,047
| -38% | -$859K | 0.97% | 23 |
|
|
2024
Q3 | $2.2M | Sell |
97,437
-9
| -0% | -$204 | 1.28% | 25 |
|
|
2024
Q2 | $2.09M | Sell |
97,446
-2,100
| -2% | -$45K | 1.32% | 23 |
|
|
2024
Q1 | $2.06M | Sell |
99,546
-1,572
| -2% | -$32.5K | 1.29% | 24 |
|
|
2023
Q4 | $1.9M | Sell |
101,118
-807
| -0.8% | -$15.2K | 1.27% | 24 |
|
|
2023
Q3 | $1.72M | Sell |
101,925
-7,779
| -7% | -$131K | 1.24% | 23 |
|
|
2023
Q2 | $1.92M | Sell |
109,704
-3
| -0% | -$52 | 1.34% | 23 |
|
|
2023
Q1 | $1.77M | Sell |
109,707
-5,259
| -5% | -$84.8K | 1.34% | 23 |
|
|
2022
Q4 | $1.73M | Buy |
+114,966
| New | +$1.73M | 1.43% | 23 |
|