Hamilton Capital’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 | – | Sell |
-68,460
| Closed | -$1.51M | – | 150 |
|
|
2025
Q1 | $1.51M | Sell |
68,460
-1,116
| -2% | -$24.6K | 0.09% | 30 |
|
|
2024
Q4 | $1.61M | Sell |
69,576
-139,539
| -67% | -$3.23M | 0.12% | 28 |
|
|
2024
Q3 | $1.56M | Buy |
209,115
+139,086
| +199% | +$1.04M | 0.12% | 28 |
|
|
2024
Q2 | $1.5M | Sell |
70,029
-1,413
| -2% | -$30.3K | 0.11% | 25 |
|
|
2024
Q1 | $1.48M | Sell |
71,442
-26,019
| -27% | -$538K | 0.11% | 28 |
|
|
2023
Q4 | $1.83M | Buy |
+97,461
| New | +$1.83M | 0.15% | 19 |
|