Focus Partners Wealth’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 | $60.4M | Sell |
2,469,586
-199,673
| -7% | -$4.88M | 0.13% | 162 |
|
|
2025
Q1 | $58.9M | Buy |
2,669,259
+177,772
| +7% | +$3.93M | 0.15% | 144 |
|
|
2024
Q4 | $57.8M | Buy |
2,491,487
+225,827
| +10% | +$5.23M | 0.15% | 134 |
|
|
2024
Q3 | $51.2M | Sell |
2,265,660
-1,044,642
| -32% | -$23.6M | 0.16% | 135 |
|
|
2024
Q2 | $72.1M | Buy |
3,310,302
+2,066,436
| +166% | +$45M | 0.24% | 99 |
|
|
2024
Q1 | $25.7M | Buy |
1,243,866
+157,515
| +14% | +$3.26M | 0.21% | 127 |
|
|
2023
Q4 | $20.4M | Buy |
+1,086,351
| New | +$20.4M | 0.27% | 106 |
|