Hoey Investments’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 | $61.3K | Buy |
2,509
+2,380
| +1,845% | +$58.2K | 0.01% | 135 |
|
|
2025
Q1 | $2.85K | Buy |
129
+86
| +200% | +$1.9K | ﹤0.01% | 278 |
|
|
2024
Q4 | $997 | Buy |
+43
| New | +$997 | ﹤0.01% | 308 |
|
|
2022
Q3 | – | Sell |
-2,904
| Closed | -$43K | – | 311 |
|
|
2022
Q2 | $43K | Hold |
2,904
| – | – | 0.02% | 109 |
|
|
2022
Q1 | $52K | Hold |
2,904
| – | – | 0.01% | 95 |
|
|
2021
Q4 | $55K | Hold |
2,904
| – | – | 0.01% | 96 |
|
|
2021
Q3 | $50K | Hold |
2,904
| – | – | 0.01% | 105 |
|
|
2021
Q2 | $50K | Hold |
2,904
| – | – | 0.01% | 101 |
|
|
2021
Q1 | $46K | Hold |
2,904
| – | – | 0.02% | 101 |
|
|
2020
Q4 | $44K | Hold |
2,904
| – | – | 0.02% | 90 |
|
|
2020
Q3 | $39K | Hold |
2,904
| – | – | 0.02% | 67 |
|
|
2020
Q2 | $36K | Hold |
2,904
| – | – | 0.02% | 75 |
|
|
2020
Q1 | $30K | Hold |
2,904
| – | – | 0.02% | 60 |
|
|
2019
Q4 | $37K | Buy |
+2,904
| New | +$37K | 0.03% | 87 |
|