Great Valley Advisor Group’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 | $1.88M | Sell |
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|
2025
Q2 | $1.81M | Sell |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $867K | Buy |
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|
2022
Q2 | $913K | Buy |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $313K | Hold |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $301K | Buy |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $370K | Buy |
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|
2020
Q3 | $260K | Sell |
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|
2020
Q2 | $244K | Buy |
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