Klingman & Associates’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 | $796K | Hold |
32,584
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $719K | Buy |
32,584
+5,695
| +21% | +$126K | 0.04% | 123 |
|
|
2024
Q4 | $623K | Sell |
26,889
-2,742
| -9% | -$63.6K | 0.04% | 130 |
|
|
2024
Q3 | $670K | Buy |
29,631
+2,700
| +10% | +$61.1K | 0.04% | 135 |
|
|
2024
Q2 | $577K | Hold |
26,931
| – | – | 0.04% | 128 |
|
|
2024
Q1 | $557K | Buy |
+26,931
| New | +$557K | 0.04% | 129 |
|
|
2022
Q3 | – | Sell |
-16,737
| Closed | -$249K | – | 199 |
|
|
2022
Q2 | $249K | Buy |
+16,737
| New | +$249K | 0.02% | 163 |
|