Independent Wealth Network’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 | $245K | Buy |
10,021
+362
| +4% | +$8.85K | 0.09% | 220 |
|
|
2025
Q1 | $213K | Sell |
9,659
-749
| -7% | -$16.5K | 0.09% | 221 |
|
|
2024
Q4 | $241K | Sell |
10,408
-2,879
| -22% | -$66.7K | 0.1% | 199 |
|
|
2024
Q3 | $301K | Sell |
13,287
-1,227
| -8% | -$27.8K | 0.13% | 170 |
|
|
2024
Q2 | $311K | Sell |
14,514
-1,626
| -10% | -$34.8K | 0.14% | 161 |
|
|
2024
Q1 | $334K | Sell |
16,140
-8,697
| -35% | -$180K | 0.16% | 154 |
|
|
2023
Q4 | $467K | Sell |
24,837
-1,119
| -4% | -$21K | 0.25% | 112 |
|
|
2023
Q3 | $438K | Sell |
25,956
-1,803
| -6% | -$30.4K | 0.27% | 97 |
|
|
2023
Q2 | $485K | Buy |
27,759
+7,617
| +38% | +$133K | 0.29% | 88 |
|
|
2023
Q1 | $325K | Sell |
20,142
-7,023
| -26% | -$113K | 0.21% | 123 |
|
|
2022
Q4 | $409K | Sell |
27,165
-1,464
| -5% | -$22K | 0.28% | 88 |
|
|
2022
Q3 | $404K | Buy |
28,629
+618
| +2% | +$8.72K | 0.32% | 79 |
|
|
2022
Q2 | $417K | Buy |
28,011
+3,273
| +13% | +$48.7K | 0.3% | 90 |
|
|
2022
Q1 | $444K | Sell |
24,738
-696
| -3% | -$12.5K | 0.28% | 96 |
|
|
2021
Q4 | $482K | Sell |
25,434
-102
| -0.4% | -$1.93K | 0.3% | 90 |
|
|
2021
Q3 | $479K | Buy |
+25,536
| New | +$479K | 0.31% | 94 |
|