Jefferies Financial Group’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 | $1.47M | Sell |
60,288
-309
| -0.5% | -$7.55K | 0.01% | 436 |
|
|
2025
Q1 | $1.34M | Sell |
60,597
-7,125
| -11% | -$157K | 0.01% | 533 |
|
|
2024
Q4 | $1.57M | Hold |
67,722
| – | – | 0.01% | 552 |
|
|
2024
Q3 | $1.53M | Buy |
67,722
+651
| +1% | +$14.7K | 0.01% | 483 |
|
|
2024
Q2 | $1.44M | Hold |
67,071
| – | – | 0.02% | 470 |
|
|
2024
Q1 | $1.39M | Hold |
67,071
| – | – | 0.01% | 495 |
|
|
2023
Q4 | $1.26M | Hold |
67,071
| – | – | 0.01% | 575 |
|
|
2023
Q3 | $1.13M | Hold |
67,071
| – | – | 0.01% | 490 |
|
|
2023
Q2 | $1.17M | Buy |
67,071
+6,474
| +11% | +$113K | 0.01% | 536 |
|
|
2023
Q1 | $977K | Buy |
60,597
+3,669
| +6% | +$59.2K | 0.01% | 559 |
|
|
2022
Q4 | $857K | Buy |
+56,928
| New | +$857K | 0.01% | 545 |
|