HCR Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
+13,521
| New | +$330K | 0.04% | 173 |
|
|
2021
Q1 | – | Sell |
-5,556
| Closed | -$84K | – | 257 |
|
|
2020
Q4 | $84K | Buy |
5,556
+546
| +11% | +$8.26K | 0.02% | 193 |
|
|
2020
Q3 | $67K | Hold |
5,010
| – | – | 0.02% | 175 |
|
|
2020
Q2 | $62K | Sell |
5,010
-2,046
| -29% | -$25.3K | 0.01% | 175 |
|
|
2020
Q1 | $72K | Buy |
7,056
+84
| +1% | +$857 | 0.02% | 166 |
|
|
2019
Q4 | $89K | Buy |
+6,972
| New | +$89K | 0.02% | 171 |
|