Heritage Investment Group’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 | $930K | Hold |
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|
2025
Q2 | $862K | Hold |
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|
2025
Q1 | $779K | Hold |
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|
2024
Q4 | $818K | Sell |
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|
2024
Q3 | $822K | Sell |
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|
2024
Q2 | $788K | Hold |
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|
2024
Q1 | $761K | Hold |
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|
2023
Q4 | $692K | Sell |
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|
2023
Q3 | $644K | Hold |
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|
2023
Q2 | $667K | Hold |
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|
2023
Q1 | $616K | Hold |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $557K | Hold |
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|
2022
Q2 | $588K | Hold |
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|
2022
Q1 | $708K | Buy |
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|
2021
Q4 | $727K | Buy |
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