KeyBank National Association’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 | $1.19M | Sell |
48,524
-7,604
| -14% | -$186K | ﹤0.01% | 541 |
|
|
2025
Q1 | $1.24M | Buy |
56,128
+679
| +1% | +$15K | 0.01% | 511 |
|
|
2024
Q4 | $1.29M | Hold |
55,449
| – | – | ﹤0.01% | 505 |
|
|
2024
Q3 | $1.25M | Buy |
55,449
+243
| +0.4% | +$5.5K | ﹤0.01% | 507 |
|
|
2024
Q2 | $1.18M | Hold |
55,206
| – | – | ﹤0.01% | 493 |
|
|
2024
Q1 | $1.14M | Buy |
55,206
+43,920
| +389% | +$909K | ﹤0.01% | 503 |
|
|
2023
Q4 | $212K | Buy |
+11,286
| New | +$212K | ﹤0.01% | 1021 |
|
|
2023
Q2 | – | Sell |
-15,999
| Closed | -$258K | – | 1090 |
|
|
2023
Q1 | $258K | Buy |
+15,999
| New | +$258K | ﹤0.01% | 933 |
|