Ignite Planners’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 | $5.16M | Buy |
207,698
+12,731
| +7% | +$316K | 0.9% | 24 |
|
|
2025
Q1 | $4.3M | Sell |
194,967
-26,872
| -12% | -$593K | 0.84% | 26 |
|
|
2024
Q4 | $5.2M | Buy |
221,839
+52,708
| +31% | +$1.24M | 1.14% | 20 |
|
|
2024
Q3 | $3.83M | Buy |
169,131
+510
| +0.3% | +$11.5K | 0.88% | 27 |
|
|
2024
Q2 | $3.68M | Buy |
168,621
+1,257
| +0.8% | +$27.4K | 0.9% | 28 |
|
|
2024
Q1 | $3.46M | Buy |
167,364
+111
| +0.1% | +$2.29K | 0.97% | 25 |
|
|
2023
Q4 | $3.12M | Sell |
167,253
-12,639
| -7% | -$236K | 0.93% | 24 |
|
|
2023
Q3 | $3.01M | Buy |
179,892
+4,200
| +2% | +$70.3K | 0.92% | 21 |
|
|
2023
Q2 | $3.04M | Buy |
175,692
+2,007
| +1% | +$34.7K | 1.17% | 15 |
|
|
2023
Q1 | $2.8M | Buy |
173,685
+5,931
| +4% | +$95.5K | 1.15% | 17 |
|
|
2022
Q4 | $2.69M | Buy |
+167,754
| New | +$2.69M | 1.12% | 17 |
|