Goldstein Advisors’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 | $637K | Buy |
26,083
+90
| +0.3% | +$2.2K | 0.09% | 76 |
|
|
2025
Q1 | $574K | Buy |
25,993
+5,273
| +25% | +$116K | 0.08% | 84 |
|
|
2024
Q4 | $480K | Sell |
20,720
-355
| -2% | -$8.23K | 0.07% | 95 |
|
|
2024
Q3 | $477K | Buy |
21,075
+60
| +0.3% | +$1.36K | 0.07% | 91 |
|
|
2024
Q2 | $450K | Buy |
21,015
+3,048
| +17% | +$65.3K | 0.08% | 85 |
|
|
2024
Q1 | $372K | Buy |
17,967
+1,716
| +11% | +$35.5K | 0.06% | 98 |
|
|
2023
Q4 | $306K | Buy |
16,251
+462
| +3% | +$8.69K | 0.05% | 137 |
|
|
2023
Q3 | $266K | Hold |
15,789
| – | – | 0.06% | 111 |
|
|
2023
Q2 | $276K | Buy |
+15,789
| New | +$276K | 0.06% | 108 |
|