Fragasso Financial Advisors’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 | $557K | Buy |
22,773
+21
| +0.1% | +$513 | 0.04% | 177 |
|
|
2025
Q1 | $502K | Sell |
22,752
-9,426
| -29% | -$208K | 0.04% | 175 |
|
|
2024
Q4 | $746K | Sell |
32,178
-1,089
| -3% | -$25.2K | 0.06% | 138 |
|
|
2024
Q3 | $752K | Sell |
33,267
-1,224
| -4% | -$27.7K | 0.06% | 138 |
|
|
2024
Q2 | $739K | Sell |
34,491
-243
| -0.7% | -$5.2K | 0.06% | 137 |
|
|
2024
Q1 | $719K | Buy |
34,734
+3,345
| +11% | +$69.2K | 0.06% | 139 |
|
|
2023
Q4 | $590K | Buy |
31,389
+141
| +0.5% | +$2.65K | 0.05% | 146 |
|
|
2023
Q3 | $527K | Buy |
31,248
+12,210
| +64% | +$206K | 0.06% | 143 |
|
|
2023
Q2 | $332K | Buy |
19,038
+4,770
| +33% | +$83.3K | 0.04% | 183 |
|
|
2023
Q1 | $230K | Buy |
+14,268
| New | +$230K | 0.03% | 200 |
|