Hoey Investments’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 | $63K | Sell |
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|
2025
Q2 | $61.3K | Buy |
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|
2025
Q1 | $2.85K | Buy |
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|
2024
Q4 | $997 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $55K | Hold |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $37K | Buy |
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