GoalVest Advisory’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 | $371K | Hold |
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|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $346K | Hold |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $441K | Hold |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $18.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $43K | Sell |
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|
2022
Q1 | $57K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
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