Frazier 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 | $62.7K | Sell |
2,567
-1,749
| -41% | -$42.7K | 0.04% | 128 |
|
|
2025
Q1 | $95.3K | Buy |
4,316
+2,364
| +121% | +$52.2K | 0.07% | 88 |
|
|
2024
Q4 | $45.4K | Buy |
1,952
+5
| +0.3% | +$116 | 0.04% | 140 |
|
|
2024
Q3 | $44K | Sell |
1,947
-2,346
| -55% | -$53K | 0.03% | 150 |
|
|
2024
Q2 | $91.9K | Hold |
4,293
| – | – | 0.07% | 103 |
|
|
2024
Q1 | $88.8K | Buy |
4,293
+2,364
| +123% | +$48.9K | 0.07% | 110 |
|
|
2023
Q4 | $36.2K | Buy |
+1,929
| New | +$36.2K | 0.03% | 159 |
|