Global Financial Private Client’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
Q2 | – | Sell |
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|
2025
Q1 | $4.24K | Hold |
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|
2024
Q4 | $4.45K | Hold |
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2024
Q3 | $4.34K | Hold |
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|
2024
Q2 | $4.11K | Hold |
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|
2024
Q1 | $3.97K | Hold |
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|
2023
Q4 | $3.61K | Hold |
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|
2023
Q3 | $3.24K | Hold |
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|
2023
Q2 | $3.36K | Hold |
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|
2023
Q1 | $3.1K | Hold |
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|
2022
Q4 | $2.89K | Hold |
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|
2022
Q3 | $2.78K | Hold |
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|
2022
Q2 | $2.89K | Hold |
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|
2022
Q1 | $3.46K | Hold |
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|
2021
Q4 | $3.64K | Hold |
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|
2021
Q3 | $3.37K | Hold |
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|
2021
Q2 | $3.35K | Hold |
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|
2021
Q1 | $3.11K | Hold |
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|
2020
Q4 | $2.91K | Buy |
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