Focus Partners Advisor Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Buy |
40,248
+6,163
| +18% | +$151K | 0.01% | 449 |
|
|
2025
Q1 | $753K | Sell |
34,085
-1,421
| -4% | -$31.4K | 0.01% | 453 |
|
|
2024
Q4 | $823K | Buy |
35,506
+5,329
| +18% | +$124K | 0.01% | 369 |
|
|
2024
Q3 | $683K | Sell |
30,177
-2,085
| -6% | -$47.2K | 0.01% | 378 |
|
|
2024
Q2 | $691K | Sell |
32,262
-759
| -2% | -$16.3K | 0.02% | 308 |
|
|
2024
Q1 | $683K | Buy |
33,021
+2,793
| +9% | +$57.8K | 0.02% | 303 |
|
|
2023
Q4 | $568K | Sell |
30,228
-618
| -2% | -$11.6K | 0.03% | 234 |
|
|
2023
Q3 | $520K | Buy |
30,846
+15,180
| +97% | +$256K | 0.03% | 246 |
|
|
2023
Q2 | $274K | Sell |
15,666
-3,906
| -20% | -$68.2K | 0.02% | 306 |
|
|
2023
Q1 | $316K | Sell |
19,572
-7,503
| -28% | -$121K | 0.02% | 269 |
|
|
2022
Q4 | $407K | Buy |
27,075
+9,678
| +56% | +$146K | 0.03% | 219 |
|
|
2022
Q3 | $246K | Buy |
+17,397
| New | +$246K | 0.01% | 348 |
|