JFS Wealth 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
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $1.65M | Sell |
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|
2020
Q2 | $1.8M | Sell |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $2.08M | Buy |
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|
2019
Q3 | $1.83M | Sell |
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|
2019
Q2 | $1.87M | Sell |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.5M | Buy |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $1.49M | Buy |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $763K | Buy |
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|
2017
Q3 | $324K | Buy |
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|
2017
Q2 | $30K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $21K | Hold |
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|
2015
Q4 | $21K | Buy |
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