FSA 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 | $253K | Sell |
10,354
-1,702
| -14% | -$41.6K | 0.21% | 142 |
|
|
2025
Q1 | $266K | Sell |
12,056
-67
| -0.6% | -$1.48K | 0.21% | 140 |
|
|
2024
Q4 | $281K | Sell |
12,123
-1,320
| -10% | -$30.6K | 0.34% | 103 |
|
|
2024
Q3 | $303K | Sell |
13,443
-1,746
| -11% | -$39.3K | 0.3% | 99 |
|
|
2024
Q2 | $324K | Sell |
15,189
-297
| -2% | -$6.33K | 0.34% | 90 |
|
|
2024
Q1 | $320K | Sell |
15,486
-15,363
| -50% | -$318K | 0.34% | 83 |
|
|
2023
Q4 | $580K | Buy |
+30,849
| New | +$580K | 0.72% | 41 |
|