Intrua Financial’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 | $220K | Sell |
9,003
-1,236
| -12% | -$30.2K | 0.03% | 346 |
|
|
2025
Q1 | $226K | Sell |
10,239
-829
| -7% | -$18.3K | 0.03% | 336 |
|
|
2024
Q4 | $257K | Sell |
11,068
-341
| -3% | -$7.9K | 0.04% | 301 |
|
|
2024
Q3 | $258K | Sell |
11,409
-36
| -0.3% | -$814 | 0.04% | 322 |
|
|
2024
Q2 | $245K | Sell |
11,445
-345
| -3% | -$7.39K | 0.04% | 336 |
|
|
2024
Q1 | $244K | Buy |
+11,790
| New | +$244K | 0.04% | 363 |
|
|
2023
Q4 | – | Sell |
-12,558
| Closed | -$212K | – | 412 |
|
|
2023
Q3 | $212K | Sell |
12,558
-1,260
| -9% | -$21.3K | 0.04% | 331 |
|
|
2023
Q2 | $241K | Hold |
13,818
| – | – | 0.04% | 309 |
|
|
2023
Q1 | $224K | Hold |
13,818
| – | – | 0.05% | 304 |
|
|
2022
Q4 | $212K | Sell |
13,818
-6,825
| -33% | -$105K | 0.05% | 315 |
|
|
2022
Q3 | $291K | Sell |
20,643
-4,908
| -19% | -$69.2K | 0.08% | 231 |
|
|
2022
Q2 | $380K | Hold |
25,551
| – | – | 0.08% | 253 |
|
|
2022
Q1 | $459K | Sell |
25,551
-153
| -0.6% | -$2.75K | 0.08% | 242 |
|
|
2021
Q4 | $488K | Buy |
25,704
+450
| +2% | +$8.54K | 0.09% | 219 |
|
|
2021
Q3 | $463K | Buy |
25,254
+3,864
| +18% | +$70.8K | 0.09% | 225 |
|
|
2021
Q2 | $384K | Sell |
21,390
-1,200
| -5% | -$21.5K | 0.09% | 195 |
|
|
2021
Q1 | $382K | Buy |
+22,590
| New | +$382K | 0.1% | 195 |
|