Fulton Breakefield Broenniman’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $799K | Hold |
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|
2025
Q2 | $742K | Hold |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $702K | Buy |
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|
2024
Q3 | $678K | Sell |
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|
2024
Q2 | $780K | Sell |
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|
2024
Q1 | $835K | Buy |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $794K | Sell |
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|
2023
Q2 | $908K | Sell |
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|
2023
Q1 | $926K | Sell |
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|
2022
Q4 | $891K | Buy |
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