Future Financial 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 | $110K | Hold |
4,500
| – | – | 0.07% | 154 |
|
|
2025
Q1 | $99.4K | Hold |
4,500
| – | – | 0.07% | 158 |
|
|
2024
Q4 | $104K | Sell |
4,500
-5,220
| -54% | -$121K | 0.08% | 156 |
|
|
2024
Q3 | $220K | Sell |
9,720
-15
| -0.2% | -$339 | 0.16% | 108 |
|
|
2024
Q2 | $208K | Buy |
9,735
+3
| +0% | +$64 | 0.18% | 106 |
|
|
2024
Q1 | $201K | Buy |
+9,732
| New | +$201K | 0.15% | 114 |
|
|
2023
Q3 | – | Sell |
-12,492
| Closed | -$218K | – | 112 |
|
|
2023
Q2 | $218K | Hold |
12,492
| – | – | 0.23% | 101 |
|
|
2023
Q1 | $202K | Buy |
+12,492
| New | +$202K | 0.22% | 99 |
|
|
2022
Q3 | – | Sell |
-13,002
| Closed | -$233K | – | 136 |
|
|
2022
Q2 | $233K | Hold |
13,002
| – | – | 0.23% | 112 |
|
|
2022
Q1 | $233K | Hold |
13,002
| – | – | 0.19% | 112 |
|
|
2021
Q4 | $248K | Sell |
13,002
-156
| -1% | -$2.98K | 0.2% | 106 |
|
|
2021
Q3 | $228K | Hold |
13,158
| – | – | 0.23% | 104 |
|
|
2021
Q2 | $228K | Sell |
13,158
-14,772
| -53% | -$256K | 0.23% | 104 |
|
|
2021
Q1 | $447K | Sell |
27,930
-1,320
| -5% | -$21.1K | 0.51% | 61 |
|
|
2020
Q4 | $443K | Buy |
+29,250
| New | +$443K | 0.51% | 62 |
|