Jaffetilchin Investment Partners’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
Q2 | $62.5M | Buy |
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|
2025
Q1 | $56.3M | Buy |
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|
2024
Q4 | $58.6M | Buy |
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|
2024
Q3 | $55.6M | Buy |
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|
2024
Q2 | $50.6M | Buy |
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|
2024
Q1 | $48.9M | Buy |
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|
2023
Q4 | $44.3M | Buy |
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|
2023
Q3 | $39.6M | Buy |
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|
2023
Q2 | $40.8M | Sell |
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|
2023
Q1 | $39M | Sell |
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|
2022
Q4 | $39.2M | Buy |
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|
2022
Q3 | $32.1M | Sell |
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|
2022
Q2 | $33.9M | Buy |
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|
2022
Q1 | $35.1M | Buy |
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|
2021
Q4 | $43M | Buy |
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|
2021
Q3 | $39.3M | Sell |
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|
2021
Q2 | $73.6M | Buy |
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|
2021
Q1 | $36.2M | Buy |
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|
2020
Q4 | $34.3M | Buy |
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|
2020
Q3 | $26.1M | Buy |
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|
2020
Q2 | $20.6M | Buy |
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|
2020
Q1 | $16.4M | Buy |
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|
2019
Q4 | $20.5M | Buy |
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|
2019
Q3 | $18.9M | Buy |
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|
2019
Q2 | $18.4M | Buy |
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|
2019
Q1 | $598K | Buy |
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