J.L. Bainbridge & Co’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 | $511K | Buy |
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|
2025
Q2 | $460K | Sell |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $466K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $348K | Sell |
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|
2019
Q4 | $542K | Buy |
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|
2019
Q3 | $248K | Hold |
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|
2019
Q2 | $246K | Hold |
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|
2019
Q1 | $245K | Sell |
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|
2018
Q4 | $269K | Hold |
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|
2018
Q3 | $313K | Buy |
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