Golden State Wealth Management’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 | $234K | Buy |
9,582
+324
| +3% | +$7.92K | 0.03% | 340 |
|
|
2025
Q1 | $204K | Sell |
9,258
-579
| -6% | -$12.8K | 0.03% | 335 |
|
|
2024
Q4 | $228K | Buy |
+9,837
| New | +$228K | 0.03% | 301 |
|
|
2020
Q1 | – | Sell |
-155,616
| Closed | -$1.99M | – | 1007 |
|
|
2019
Q4 | $1.99M | Buy |
155,616
+155,568
| +324,100% | +$1.99M | 0.38% | 19 |
|
|
2019
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1022 |
|