J.W. Cole Advisors’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 | $6.84M | Buy |
|
|||||
|
2025
Q2 | $3.8M | Buy |
|
|||||
|
2025
Q1 | $566K | Sell |
|
|||||
|
2024
Q4 | $1.6M | Buy |
|
|||||
|
2024
Q3 | $1.45M | Sell |
|
|||||
|
2024
Q2 | $1.46M | Buy |
|
|||||
|
2024
Q1 | $1.07M | Buy |
|
|||||
|
2023
Q4 | $715K | Buy |
|
|||||
|
2023
Q3 | $533K | Buy |
|
|||||
|
2023
Q2 | $383K | Buy |
|
|||||
|
2023
Q1 | $353K | Sell |
|
|||||
|
2022
Q4 | $338K | Buy |
|
|||||
|
2022
Q3 | $262K | Buy |
|
|||||
|
2022
Q2 | $257K | Sell |
|
|||||
|
2022
Q1 | $339K | Buy |
|