GeoWealth 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 | $258K | Sell |
10,546
-3,440
| -25% | -$84.1K | 0.01% | 587 |
|
|
2025
Q1 | $309K | Buy |
13,986
+4,330
| +45% | +$95.6K | 0.01% | 546 |
|
|
2024
Q4 | $224K | Buy |
9,656
+9,635
| +45,881% | +$223K | 0.01% | 722 |
|
|
2024
Q3 | $497 | Buy |
+21
| New | +$497 | ﹤0.01% | 1630 |
|
|
2024
Q2 | – | Sell |
-43,554
| Closed | -$901K | – | 940 |
|
|
2024
Q1 | $901K | Buy |
+43,554
| New | +$901K | 0.03% | 317 |
|
|
2023
Q4 | – | Sell |
-45,849
| Closed | -$773K | – | 721 |
|
|
2023
Q3 | $773K | Buy |
+45,849
| New | +$773K | 0.09% | 164 |
|
|
2019
Q4 | – | Sell |
-85,428
| Closed | -$1.01M | – | 189 |
|
|
2019
Q3 | $1.01M | Buy |
+85,428
| New | +$1.01M | 0.23% | 68 |
|