Greenleaf Trust’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 | $778K | Hold |
31,836
| – | – | 0.01% | 385 |
|
|
2025
Q1 | $703K | Sell |
31,836
-3,390
| -10% | -$74.9K | 0.01% | 409 |
|
|
2024
Q4 | $817K | Buy |
35,226
+19,554
| +125% | +$453K | 0.01% | 378 |
|
|
2024
Q3 | $354K | Sell |
15,672
-6,333
| -29% | -$143K | ﹤0.01% | 610 |
|
|
2024
Q2 | $471K | Buy |
22,005
+9,723
| +79% | +$208K | ﹤0.01% | 495 |
|
|
2024
Q1 | $254K | Hold |
12,282
| – | – | ﹤0.01% | 660 |
|
|
2023
Q4 | $231K | Buy |
+12,282
| New | +$231K | ﹤0.01% | 672 |
|