Kathleen S. Wright Associates’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 | $121K | Hold |
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|
2025
Q2 | $112K | Buy |
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|
2025
Q1 | $99.8K | Hold |
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|
2024
Q4 | $105K | Hold |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $85.9K | Sell |
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|
2024
Q1 | $88.3K | Sell |
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|
2023
Q4 | $83K | Sell |
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|
2023
Q3 | $76.4K | Sell |
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|
2023
Q2 | $79.7K | Sell |
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|
2023
Q1 | $76.4K | Buy |
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|
2022
Q4 | $54K | Buy |
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|
2022
Q3 | $50K | Buy |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $51K | Sell |
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|
2021
Q4 | $56K | Buy |
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