Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.13M | Buy |
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|
2025
Q4 | $2.1M | Buy |
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|
2025
Q3 | $1.99M | Buy |
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|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $2.07M | Sell |
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|
2021
Q4 | $2.4M | Buy |
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|
2021
Q3 | $1.85M | Sell |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.76M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $928K | Buy |
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|
2020
Q1 | $765K | Buy |
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