Key Financial Inc’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 | $24.2K | Hold |
992
| – | – | ﹤0.01% | 646 |
|
|
2025
Q1 | $21.9K | Buy |
992
+452
| +84% | +$9.98K | ﹤0.01% | 646 |
|
|
2024
Q4 | $12.5K | Hold |
540
| – | – | ﹤0.01% | 770 |
|
|
2024
Q3 | $12.2K | Hold |
540
| – | – | ﹤0.01% | 744 |
|
|
2024
Q2 | $11.6K | Hold |
540
| – | – | ﹤0.01% | 741 |
|
|
2024
Q1 | $11.2K | Buy |
540
+270
| +100% | +$5.59K | ﹤0.01% | 728 |
|
|
2023
Q4 | $5.08K | Hold |
270
| – | – | ﹤0.01% | 928 |
|
|
2023
Q3 | $4.55K | Hold |
270
| – | – | ﹤0.01% | 942 |
|
|
2023
Q2 | $4.71K | Hold |
270
| – | – | ﹤0.01% | 958 |
|
|
2023
Q1 | $4.35K | Hold |
270
| – | – | ﹤0.01% | 838 |
|
|
2022
Q4 | $3.81K | Hold |
270
| – | – | ﹤0.01% | 838 |
|
|
2022
Q3 | $4K | Hold |
270
| – | – | ﹤0.01% | 848 |
|
|
2022
Q2 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 854 |
|