Independent Wealth Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $213K | Sell |
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|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $467K | Sell |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $482K | Sell |
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|
2021
Q3 | $479K | Buy |
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