First County Bank’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 | $522K | Sell |
21,371
-900
| -4% | -$22K | 0.28% | 99 |
|
2025
Q1 | $492K | Sell |
22,271
-810
| -4% | -$17.9K | 0.27% | 100 |
|
2024
Q4 | $535K | Sell |
23,081
-919
| -4% | -$21.3K | 0.3% | 89 |
|
2024
Q3 | $543K | Sell |
24,000
-3,678
| -13% | -$83.2K | 0.27% | 100 |
|
2024
Q2 | $593K | Sell |
27,678
-936
| -3% | -$20K | 0.3% | 89 |
|
2024
Q1 | $592K | Sell |
28,614
-1,800
| -6% | -$37.2K | 0.29% | 98 |
|
2023
Q4 | $572K | Sell |
30,414
-300
| -1% | -$5.64K | 0.28% | 102 |
|
2023
Q3 | $518K | Sell |
30,714
-852
| -3% | -$14.4K | 0.27% | 102 |
|
2023
Q2 | $551K | Sell |
31,566
-1,500
| -5% | -$26.2K | 0.27% | 105 |
|
2023
Q1 | $533K | Sell |
33,066
-414
| -1% | -$6.68K | 0.26% | 108 |
|
2022
Q4 | $504K | Buy |
+33,480
| New | +$504K | 0.24% | 105 |
|