HRC Wealth Management’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 | $30.5M | Buy |
1,248,091
+84,905
| +7% | +$2.08M | 16.26% | 3 |
|
|
2025
Q1 | $25.7M | Buy |
1,163,186
+2,615
| +0.2% | +$57.7K | 15.94% | 3 |
|
|
2024
Q4 | $26.9M | Sell |
1,160,571
-2,169
| -0.2% | -$50.3K | 15.97% | 3 |
|
|
2024
Q3 | $26.3M | Sell |
1,162,740
-3,474
| -0.3% | -$78.6K | 16.99% | 3 |
|
|
2024
Q2 | $25M | Buy |
1,166,214
+21,078
| +2% | +$451K | 17.1% | 3 |
|
|
2024
Q1 | $23.7M | Sell |
1,145,136
-9,747
| -0.8% | -$202K | 17.31% | 3 |
|
|
2023
Q4 | $21.7M | Buy |
+1,154,883
| New | +$21.7M | 18.68% | 3 |
|