HHM 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
Q2 | $1.09M | Hold |
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|
2025
Q1 | $984K | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $947K | Sell |
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|
2024
Q1 | $918K | Hold |
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|
2023
Q4 | $835K | Hold |
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|
2023
Q3 | $749K | Sell |
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|
2023
Q2 | $784K | Buy |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $589K | Buy |
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|
2021
Q4 | $623K | Sell |
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|
2021
Q3 | $733K | Buy |
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|
2021
Q2 | $733K | Buy |
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|
2021
Q1 | $677K | Buy |
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|
2020
Q4 | $641K | Sell |
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|
2020
Q3 | $592K | Sell |
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|
2020
Q2 | $578K | Buy |
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|
2020
Q1 | $478K | Sell |
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|
2019
Q4 | $603K | Buy |
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|
2019
Q3 | $519K | Buy |
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|
2019
Q2 | $513K | Hold |
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|
2019
Q1 | $494K | Buy |
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|
2018
Q4 | $436K | Buy |
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