Kestra Private Wealth Services’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 | $855K | Sell |
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|
2025
Q2 | $960K | Buy |
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|
2025
Q1 | $848K | Sell |
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|
2024
Q4 | $918K | Buy |
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|
2024
Q3 | $895K | Buy |
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|
2024
Q2 | $803K | Sell |
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|
2024
Q1 | $790K | Sell |
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|
2023
Q4 | $773K | Buy |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $201K | Buy |
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