HUB Investment Partners’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 | $1.16M | Buy |
47,515
+1,170
| +3% | +$28.6K | 0.04% | 232 |
|
|
2025
Q1 | $1.02M | Buy |
46,345
+5,598
| +14% | +$124K | 0.04% | 220 |
|
|
2024
Q4 | $945K | Buy |
40,747
+27,409
| +205% | +$635K | 0.04% | 216 |
|
|
2024
Q3 | $302K | Buy |
13,338
+186
| +1% | +$4.21K | 0.01% | 377 |
|
|
2024
Q2 | $282K | Buy |
+13,152
| New | +$282K | 0.01% | 363 |
|
|
2024
Q1 | – | Sell |
-17,235
| Closed | -$324K | – | 466 |
|
|
2023
Q4 | $324K | Buy |
+17,235
| New | +$324K | 0.02% | 293 |
|