Great Waters 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
Q1 | – | Sell |
-8,780
| Closed | -$204K | – | 113 |
|
|
2024
Q4 | $204K | Sell |
8,780
-157
| -2% | -$3.64K | 0.03% | 107 |
|
|
2024
Q3 | $202K | Buy |
+8,937
| New | +$202K | 0.03% | 106 |
|
|
2024
Q1 | – | Sell |
-11,577
| Closed | -$214K | – | 103 |
|
|
2023
Q4 | $214K | Buy |
+11,577
| New | +$214K | 0.04% | 89 |
|
|
2023
Q3 | – | Sell |
-11,526
| Closed | -$201K | – | 96 |
|
|
2023
Q2 | $201K | Sell |
11,526
-843
| -7% | -$14.7K | 0.04% | 87 |
|
|
2023
Q1 | $200K | Buy |
+12,369
| New | +$200K | 0.04% | 81 |
|