International Private Wealth Advisors’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 | $1.59M | Sell |
65,078
-4,320
| -6% | -$106K | 1.36% | 17 |
|
|
2025
Q1 | $1.53M | Sell |
69,398
-1,226
| -2% | -$27.1K | 1.47% | 14 |
|
|
2024
Q4 | $1.64M | Sell |
70,624
-12,206
| -15% | -$283K | 1.63% | 11 |
|
|
2024
Q3 | $1.87M | Sell |
82,830
-2,520
| -3% | -$57K | 2.75% | 5 |
|
|
2024
Q2 | $1.83M | Sell |
85,350
-11,202
| -12% | -$240K | 3.08% | 3 |
|
|
2024
Q1 | $2M | Sell |
96,552
-8,226
| -8% | -$170K | 3.85% | 3 |
|
|
2023
Q4 | $1.97M | Buy |
+104,778
| New | +$1.97M | 1.95% | 11 |
|