Fragasso Financial 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 | $573K | Sell |
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|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $746K | Sell |
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|
2024
Q3 | $752K | Sell |
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|
2024
Q2 | $739K | Sell |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $230K | Buy |
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