FSA Wealth Management’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 | $9.89K | Buy |
405
+2
| +0.5% | +$49 | ﹤0.01% | 293 |
|
|
2025
Q1 | $8.91K | Buy |
403
+1
| +0.2% | +$22 | ﹤0.01% | 284 |
|
|
2024
Q4 | $9.32K | Buy |
402
+3
| +0.8% | +$70 | ﹤0.01% | 302 |
|
|
2024
Q3 | $9.06K | Buy |
+399
| New | +$9.06K | ﹤0.01% | 319 |
|
|
2024
Q1 | $48.3K | Sell |
2,337
-216
| -8% | -$4.47K | 0.02% | 155 |
|
|
2023
Q4 | $48K | Buy |
+2,553
| New | +$48K | 0.02% | 145 |
|