GW&K Investment 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 | $52K | Hold |
2,136
| – | – | ﹤0.01% | 504 |
|
|
2025
Q1 | $47K | Hold |
2,136
| – | – | ﹤0.01% | 499 |
|
|
2024
Q4 | $50K | Hold |
2,136
| – | – | ﹤0.01% | 478 |
|
|
2024
Q3 | $48K | Buy |
+2,136
| New | +$48K | ﹤0.01% | 474 |
|
|
2014
Q2 | – | Sell |
-36,012
| Closed | -$268K | – | 228 |
|
|
2014
Q1 | $268K | Buy |
+36,012
| New | +$268K | 0.01% | 215 |
|