Hazlett, Burt & Watson’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 | $13K | Hold |
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|
2025
Q2 | $12K | Hold |
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|
2025
Q1 | $11K | Sell |
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|
2024
Q4 | $13K | Sell |
|
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|
2024
Q3 | $15K | Sell |
|
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|
2024
Q2 | $28K | Sell |
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|
2024
Q1 | $33K | Hold |
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|
2023
Q4 | $30K | Hold |
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|
2023
Q3 | $27K | Sell |
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|
2023
Q2 | $29K | Sell |
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|
2023
Q1 | $32K | Sell |
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|
2022
Q4 | $46K | Buy |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $36K | Buy |
|