Heartwood Wealth Advisors’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 | $1.78M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $381K | Sell |
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|
2024
Q4 | $457K | Hold |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $246K | Sell |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $405K | Buy |
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