IAG Wealth 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 | $265K | Hold |
10,856
| – | – | 0.04% | 101 |
|
|
2025
Q1 | $240K | Sell |
10,856
-7,552
| -41% | -$167K | 0.04% | 100 |
|
|
2024
Q4 | $427K | Sell |
18,408
-2,556
| -12% | -$59.2K | 0.08% | 75 |
|
|
2024
Q3 | $474K | Hold |
20,964
| – | – | 0.09% | 69 |
|
|
2024
Q2 | $449K | Sell |
20,964
-5,391
| -20% | -$115K | 0.09% | 68 |
|
|
2024
Q1 | $545K | Buy |
26,355
+1,911
| +8% | +$39.5K | 0.12% | 58 |
|
|
2023
Q4 | $460K | Hold |
24,444
| – | – | 0.1% | 60 |
|
|
2023
Q3 | $412K | Sell |
24,444
-5,838
| -19% | -$98.5K | 0.11% | 56 |
|
|
2023
Q2 | $529K | Buy |
30,282
+1,338
| +5% | +$23.4K | 0.14% | 55 |
|
|
2023
Q1 | $467K | Buy |
28,944
+16,902
| +140% | +$273K | 0.13% | 52 |
|
|
2022
Q4 | $181K | Buy |
12,042
+3,342
| +38% | +$50.3K | 0.05% | 77 |
|
|
2022
Q3 | $123K | Hold |
8,700
| – | – | 0.04% | 79 |
|
|
2022
Q2 | $130K | Hold |
8,700
| – | – | 0.04% | 78 |
|
|
2022
Q1 | $156K | Buy |
8,700
+1,926
| +28% | +$34.5K | 0.05% | 72 |
|
|
2021
Q4 | $129K | Sell |
6,774
-522
| -7% | -$9.94K | 0.04% | 73 |
|
|
2021
Q3 | $127K | Hold |
7,296
| – | – | 0.05% | 70 |
|
|
2021
Q2 | $127K | Hold |
7,296
| – | – | 0.05% | 67 |
|
|
2021
Q1 | $117K | Hold |
7,296
| – | – | 0.04% | 68 |
|
|
2020
Q4 | $111K | Hold |
7,296
| – | – | 0.05% | 72 |
|
|
2020
Q3 | $99K | Hold |
7,296
| – | – | 0.05% | 73 |
|
|
2020
Q2 | $91K | Hold |
7,296
| – | – | 0.04% | 72 |
|
|
2020
Q1 | $75K | Hold |
7,296
| – | – | 0.05% | 76 |
|
|
2019
Q4 | $94K | Buy |
+7,296
| New | +$94K | 0.06% | 68 |
|