Keystone 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
Q2 | $854K | Buy |
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|
2025
Q1 | $771K | Buy |
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|
2024
Q4 | $808K | Buy |
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|
2024
Q3 | $787K | Buy |
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|
2024
Q2 | $743K | Buy |
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|
2024
Q1 | $715K | Sell |
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|
2023
Q4 | $654K | Sell |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $642K | Sell |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.42M | Buy |
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