HB Wealth 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 | $73.3M | Sell |
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|
2025
Q1 | $68.1M | Buy |
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|
2024
Q4 | $69.7M | Sell |
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|
2024
Q3 | $71.5M | Sell |
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|
2024
Q2 | $68M | Sell |
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|
2024
Q1 | $66.3M | Sell |
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|
2023
Q4 | $64.1M | Sell |
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|
2023
Q3 | $57.6M | Sell |
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|
2023
Q2 | $59.7M | Buy |
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|
2023
Q1 | $53.4M | Buy |
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|
2022
Q4 | $49.5M | Buy |
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|
2022
Q3 | $45.2M | Sell |
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|
2022
Q2 | $48.1M | Buy |
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|
2022
Q1 | $23.1M | Buy |
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|
2021
Q4 | $23.4M | Buy |
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