Global Strategic Investment Solutions’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
$204K Buy
2021
Q1
Sell
2020
Q4
$1.48M Hold
2020
Q3
$1.31M Buy
2020
Q2
$1.19M Buy
2020
Q1
$978K Buy
2019
Q4
$1.16M Sell
2019
Q3
$1.14M Hold
2019
Q2
$1.13M Hold
2019
Q1
$1.09M Sell
2018
Q4
$975K Buy