Friedenthal Financial’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 | $196 | Buy |
8
+4
| +100% | +$98 | ﹤0.01% | 253 |
|
2025
Q1 | $89 | Buy |
+4
| New | +$89 | ﹤0.01% | 212 |
|
2022
Q1 | – | Sell |
-25,488
| Closed | -$484K | – | 68 |
|
2021
Q4 | $484K | Hold |
25,488
| – | – | 0.3% | 49 |
|
2021
Q3 | $442K | Hold |
25,488
| – | – | 0.26% | 47 |
|
2021
Q2 | $442K | Buy |
+25,488
| New | +$442K | 0.27% | 50 |
|
2019
Q3 | – | Sell |
-29,430
| Closed | -$344K | – | 62 |
|
2019
Q2 | $344K | Buy |
29,430
+870
| +3% | +$10.2K | 0.3% | 52 |
|
2019
Q1 | $322K | Buy |
+28,560
| New | +$322K | 0.28% | 50 |
|
2018
Q4 | – | Sell |
-29,340
| Closed | -$340K | – | 60 |
|
2018
Q3 | $340K | Buy |
29,340
+282
| +1% | +$3.27K | 0.28% | 51 |
|
2018
Q2 | $315K | Sell |
29,058
-1,512
| -5% | -$16.4K | 0.27% | 54 |
|
2018
Q1 | $321K | Sell |
30,570
-3,912
| -11% | -$41.1K | 0.27% | 56 |
|
2017
Q4 | $367K | Buy |
34,482
+12,738
| +59% | +$136K | 0.32% | 51 |
|
2017
Q3 | $218K | Buy |
+21,744
| New | +$218K | 0.2% | 57 |
|