Global Wealth Strategies & Associates’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 | $406K | Buy |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $242K | Hold |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $224K | Hold |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $196K | Hold |
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|
2023
Q3 | $176K | Sell |
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|
2023
Q2 | $189K | Buy |
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|
2023
Q1 | $58.2K | Buy |
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|
2022
Q4 | $53.4K | Buy |
|