First Foundation Advisors’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
Q2 | $3.95M | Hold |
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|
2025
Q1 | $3.57M | Sell |
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|
2024
Q4 | $3.76M | Buy |
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|
2024
Q3 | $3.62M | Sell |
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|
2024
Q2 | $3.45M | Buy |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $2.59M | Buy |
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|
2022
Q2 | $2.71M | Sell |
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|
2022
Q1 | $3.33M | Buy |
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $2.29M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $307K | Sell |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $310K | Buy |
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