Harbour Investment Management’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
Q2 | $636K | Hold |
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|
2025
Q1 | $575K | Hold |
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|
2024
Q4 | $603K | Hold |
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|
2024
Q3 | $589K | Hold |
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|
2024
Q2 | $559K | Hold |
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|
2024
Q1 | $539K | Buy |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $215K | Buy |
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