Iron Horse Wealth Management’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 | $37.2K | Hold |
1,524
| – | – | 0.01% | 160 |
|
|
2025
Q1 | $33.7K | Hold |
1,524
| – | – | 0.01% | 153 |
|
|
2024
Q4 | $35.3K | Hold |
1,524
| – | – | 0.01% | 141 |
|
|
2024
Q3 | $34.5K | Hold |
1,524
| – | – | 0.01% | 135 |
|
|
2024
Q2 | $32.6K | Buy |
+1,524
| New | +$32.6K | 0.01% | 133 |
|
|
2022
Q1 | – | Sell |
-11,982
| Closed | -$227K | – | 264 |
|
|
2021
Q4 | $227K | Buy |
+11,982
| New | +$227K | 0.13% | 32 |
|