Horst & Graben Wealth Management’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 | $891K | Sell |
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|
2025
Q2 | $827K | Sell |
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|
2025
Q1 | $747K | Sell |
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|
2024
Q4 | $785K | Sell |
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|
2024
Q3 | $766K | Hold |
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|
2024
Q2 | $725K | Buy |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $296K | Sell |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $218K | Buy |
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