Joule Financial’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 | $1.16M | Sell |
47,301
-1,183
| -2% | -$28.9K | 0.38% | 33 |
|
|
2025
Q1 | $1.07M | Sell |
48,484
-234
| -0.5% | -$5.17K | 0.38% | 34 |
|
|
2024
Q4 | $1.13M | Sell |
48,718
-692
| -1% | -$16K | 0.4% | 35 |
|
|
2024
Q3 | $1.12M | Sell |
49,410
-6,303
| -11% | -$143K | 0.41% | 31 |
|
|
2024
Q2 | $1.2M | Sell |
55,713
-786
| -1% | -$16.9K | 0.49% | 27 |
|
|
2024
Q1 | $1.17M | Sell |
56,499
-3,051
| -5% | -$63.1K | 0.48% | 29 |
|
|
2023
Q4 | $1.12M | Sell |
59,550
-1,545
| -3% | -$29K | 0.52% | 28 |
|
|
2023
Q3 | $1.03M | Sell |
61,095
-1,116
| -2% | -$18.8K | 0.53% | 27 |
|
|
2023
Q2 | $1.09M | Sell |
62,211
-942
| -1% | -$16.4K | 0.56% | 26 |
|
|
2023
Q1 | $1.02M | Sell |
63,153
-3,729
| -6% | -$60.1K | 0.55% | 26 |
|
|
2022
Q4 | $1.01M | Sell |
66,882
-1,965
| -3% | -$29.6K | 0.67% | 26 |
|
|
2022
Q3 | $972K | Sell |
68,847
-2,184
| -3% | -$30.8K | 0.73% | 28 |
|
|
2022
Q2 | $1.06M | Buy |
+71,031
| New | +$1.06M | 0.83% | 23 |
|