Fortitude Family Office’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 | $66.7K | Hold |
2,730
| – | – | 0.02% | 206 |
|
2025
Q1 | $60.3K | Hold |
2,730
| – | – | 0.02% | 196 |
|
2024
Q4 | $63.3K | Hold |
2,730
| – | – | 0.02% | 221 |
|
2024
Q3 | $61.7K | Hold |
2,730
| – | – | 0.02% | 209 |
|
2024
Q2 | $58.5K | Hold |
2,730
| – | – | 0.03% | 157 |
|
2024
Q1 | $56.5K | Hold |
2,730
| – | – | 0.04% | 137 |
|
2023
Q4 | $51.3K | Buy |
+2,730
| New | +$51.3K | 0.04% | 166 |
|