Flower City Capital’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 | $2.9M | Sell |
118,752
-1,161
| -1% | -$28.4K | 1.71% | 8 |
|
|
2025
Q1 | $2.65M | Sell |
119,913
-2,099
| -2% | -$46.3K | 1.74% | 9 |
|
|
2024
Q4 | $2.83M | Sell |
122,012
-10,024
| -8% | -$232K | 1.73% | 10 |
|
|
2024
Q3 | $2.99M | Sell |
132,036
-2,280
| -2% | -$51.6K | 1.75% | 10 |
|
|
2024
Q2 | $2.89M | Sell |
134,316
-2,007
| -1% | -$43.1K | 1.86% | 9 |
|
|
2024
Q1 | $2.82M | Sell |
136,323
-3,132
| -2% | -$64.8K | 1.87% | 9 |
|
|
2023
Q4 | $2.62M | Sell |
139,455
-6,039
| -4% | -$114K | 1.95% | 9 |
|
|
2023
Q3 | $2.45M | Sell |
145,494
-855
| -0.6% | -$14.4K | 2.51% | 8 |
|
|
2023
Q2 | $2.55M | Sell |
146,349
-1,944
| -1% | -$33.9K | 2.96% | 7 |
|
|
2023
Q1 | $2.39M | Sell |
148,293
-5,661
| -4% | -$91.3K | 2.98% | 7 |
|
|
2022
Q4 | $2.32M | Sell |
153,954
-6,375
| -4% | -$95.9K | 2.7% | 8 |
|
|
2022
Q3 | $2.26M | Sell |
160,329
-168,705
| -51% | -$2.38M | 3.33% | 6 |
|
|
2022
Q2 | $4.9M | Buy |
329,034
+66,888
| +26% | +$996K | 4.76% | 7 |
|
|
2022
Q1 | $4.71M | Buy |
+262,146
| New | +$4.71M | 3.94% | 7 |
|