Halbert Hargrove Global Advisors’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 | $114K | Hold |
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|
2025
Q2 | $106K | Hold |
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|
2025
Q1 | $95.6K | Hold |
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|
2024
Q4 | $100K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $215K | Buy |
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