HPIA
Hamilton Point Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8K | Hold |
894
| – | – | ﹤0.01% | 148 |
|
|
2025
Q1 | $19.7K | Sell |
894
-589
| -40% | -$13K | ﹤0.01% | 144 |
|
|
2024
Q4 | $34.4K | Buy |
1,483
+1,185
| +398% | +$27.5K | 0.01% | 137 |
|
|
2024
Q3 | $20.2K | Hold |
298
| – | – | ﹤0.01% | 149 |
|
|
2024
Q2 | $19.2K | Hold |
298
| – | – | ﹤0.01% | 135 |
|
|
2024
Q1 | $18.5K | Hold |
298
| – | – | ﹤0.01% | 138 |
|
|
2023
Q4 | $16.8K | Buy |
+298
| New | +$16.8K | ﹤0.01% | 143 |
|