Future Financial Wealth Management’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 | $119K | Hold |
|
|||||
|
2025
Q2 | $110K | Hold |
|
|||||
|
2025
Q1 | $99.4K | Hold |
|
|||||
|
2024
Q4 | $104K | Sell |
|
|||||
|
2024
Q3 | $220K | Sell |
|
|||||
|
2024
Q2 | $208K | Buy |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $218K | Hold |
|
|||||
|
2023
Q1 | $202K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $233K | Hold |
|
|||||
|
2022
Q1 | $233K | Hold |
|
|||||
|
2021
Q4 | $248K | Sell |
|
|||||
|
2021
Q3 | $228K | Hold |
|
|||||
|
2021
Q2 | $228K | Sell |
|
|||||
|
2021
Q1 | $447K | Sell |
|
|||||
|
2020
Q4 | $443K | Buy |
|