Forvis Mazars Wealth Advisors’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 | $716K | Sell |
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|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $802K | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $923K | Buy |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $259K | Buy |
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