Hexagon Capital Partners’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 | $395K | Buy |
16,167
+1,295
| +9% | +$31.7K | 0.09% | 59 |
|
|
2025
Q1 | $328K | Buy |
14,872
+2,270
| +18% | +$50.1K | 0.06% | 144 |
|
|
2024
Q4 | $292K | Buy |
12,602
+482
| +4% | +$11.2K | 0.05% | 154 |
|
|
2024
Q3 | $274K | Sell |
12,120
-1,617
| -12% | -$36.6K | 0.05% | 169 |
|
|
2024
Q2 | $294K | Sell |
13,737
-474
| -3% | -$10.2K | 0.06% | 147 |
|
|
2024
Q1 | $294K | Buy |
14,211
+2,013
| +17% | +$41.6K | 0.07% | 150 |
|
|
2023
Q4 | $229K | Buy |
12,198
+630
| +5% | +$11.8K | 0.06% | 176 |
|
|
2023
Q3 | $195K | Sell |
11,568
-564
| -5% | -$9.51K | 0.05% | 175 |
|
|
2023
Q2 | $212K | Buy |
12,132
+957
| +9% | +$16.7K | 0.06% | 156 |
|
|
2023
Q1 | $180K | Sell |
11,175
-159
| -1% | -$2.56K | 0.05% | 166 |
|
|
2022
Q4 | $171K | Buy |
11,334
+3,987
| +54% | +$60K | 0.05% | 165 |
|
|
2022
Q3 | $104K | Buy |
7,347
+378
| +5% | +$5.35K | 0.03% | 231 |
|
|
2022
Q2 | $104K | Buy |
6,969
+2,769
| +66% | +$41.3K | 0.03% | 257 |
|
|
2022
Q1 | $75K | Hold |
4,200
| – | – | 0.02% | 312 |
|
|
2021
Q4 | $80K | Buy |
4,200
+3,816
| +994% | +$72.7K | 0.02% | 288 |
|
|
2021
Q3 | $7K | Hold |
384
| – | – | ﹤0.01% | 631 |
|
|
2021
Q2 | $7K | Buy |
+384
| New | +$7K | ﹤0.01% | 604 |
|