Kovack Advisors’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
Q4 | $268K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $320K | Buy |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $210K | Sell |
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|
2019
Q1 | $225K | Sell |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $254K | Buy |
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