Focus Partners Advisor Solutions’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 | $835K | Sell |
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|
2025
Q2 | $984K | Buy |
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|
2025
Q1 | $753K | Sell |
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|
2024
Q4 | $823K | Buy |
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|
2024
Q3 | $683K | Sell |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $683K | Buy |
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $520K | Buy |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $246K | Buy |
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