Kiley Juergens Wealth Management’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 | $808K | Buy |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $822K | Buy |
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|
2024
Q3 | $801K | Buy |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $776K | Buy |
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $602K | Sell |
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|
2023
Q2 | $654K | Buy |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $561K | Buy |
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|
2022
Q3 | $525K | Buy |
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|
2022
Q2 | $552K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | $183K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $70K | Buy |
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