Joel Isaacson & 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 | $703K | Sell |
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|
2025
Q2 | $701K | Buy |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $279K | Hold |
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|
2022
Q1 | $325K | Hold |
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|
2021
Q4 | $355K | Hold |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $324K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $103K | Hold |
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|
2016
Q2 | $100K | Hold |
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|
2016
Q1 | $98K | Hold |
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|
2015
Q4 | $97K | Hold |
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|
2015
Q3 | $92K | Buy |
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