Flagship Private Wealth’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 | $448K | Hold |
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|
2025
Q2 | $416K | Hold |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $330K | Hold |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $362K | Hold |
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|
2020
Q4 | $334K | Buy |
|