Hazlett, Burt & Watson’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 | $12K | Hold |
490
| – | – | ﹤0.01% | 561 |
|
|
2025
Q1 | $11K | Sell |
490
-96
| -16% | -$2.16K | ﹤0.01% | 557 |
|
|
2024
Q4 | $13K | Sell |
586
-65
| -10% | -$1.44K | 0.01% | 511 |
|
|
2024
Q3 | $15K | Sell |
651
-660
| -50% | -$15.2K | 0.01% | 493 |
|
|
2024
Q2 | $28K | Sell |
1,311
-270
| -17% | -$5.77K | 0.01% | 408 |
|
|
2024
Q1 | $33K | Hold |
1,581
| – | – | 0.02% | 384 |
|
|
2023
Q4 | $30K | Hold |
1,581
| – | – | 0.02% | 376 |
|
|
2023
Q3 | $27K | Sell |
1,581
-69
| -4% | -$1.18K | 0.02% | 379 |
|
|
2023
Q2 | $29K | Sell |
1,650
-330
| -17% | -$5.8K | 0.02% | 368 |
|
|
2023
Q1 | $32K | Sell |
1,980
-1,098
| -36% | -$17.7K | 0.03% | 339 |
|
|
2022
Q4 | $46K | Buy |
3,078
+828
| +37% | +$12.4K | 0.04% | 283 |
|
|
2022
Q3 | $32K | Buy |
2,250
+270
| +14% | +$3.84K | 0.03% | 313 |
|
|
2022
Q2 | $29K | Hold |
1,980
| – | – | 0.03% | 333 |
|
|
2022
Q1 | $36K | Buy |
+1,980
| New | +$36K | 0.03% | 321 |
|