Glass Jacobson Investment Advisors’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 | $51.9K | Sell |
2,125
-3,947
| -65% | -$96.4K | 0.02% | 288 |
|
|
2025
Q1 | $141K | Hold |
6,072
| – | – | 0.05% | 264 |
|
|
2024
Q4 | $141K | Hold |
6,072
| – | – | 0.05% | 264 |
|
|
2024
Q3 | $137K | Buy |
6,072
+1,707
| +39% | +$38.6K | 0.05% | 253 |
|
|
2024
Q2 | $93.5K | Hold |
4,365
| – | – | 0.03% | 277 |
|
|
2024
Q1 | $90.3K | Sell |
4,365
-12,066
| -73% | -$250K | 0.03% | 289 |
|
|
2023
Q4 | $309K | Buy |
16,431
+11,811
| +256% | +$222K | 0.13% | 166 |
|
|
2023
Q3 | $77.9K | Buy |
4,620
+285
| +7% | +$4.81K | 0.04% | 283 |
|
|
2023
Q2 | $75.7K | Buy |
+4,335
| New | +$75.7K | 0.03% | 292 |
|
|
2022
Q4 | $87.2K | Buy |
+5,796
| New | +$87.2K | 0.04% | 281 |
|