Intrua Financial’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 | $308K | Buy |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $459K | Sell |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $463K | Buy |
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|
2021
Q2 | $384K | Sell |
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|
2021
Q1 | $382K | Buy |
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