LAM
L2 Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Buy |
257,571
+119,924
| +87% | +$2.93M | 1.03% | 23 |
|
|
2025
Q1 | $3.04M | Buy |
+137,647
| New | +$3.04M | 0.62% | 55 |
|
|
2024
Q4 | – | Sell |
-121,910
| Closed | -$8.27M | – | 263 |
|
|
2024
Q3 | $8.27M | Buy |
121,910
+7,077
| +6% | +$480K | 2.25% | 7 |
|
|
2024
Q2 | $7.38M | Buy |
+114,833
| New | +$7.38M | 2.22% | 6 |
|
|
2023
Q1 | – | Sell |
-32,700
| Closed | -$1.48M | – | 152 |
|
|
2022
Q4 | $1.48M | Buy |
+32,700
| New | +$1.48M | 0.92% | 33 |
|
|
2020
Q2 | – | Sell |
-50,300
| Closed | -$3.08M | – | 74 |
|
|
2020
Q1 | $3.08M | Buy |
+50,300
| New | +$3.08M | 3.46% | 4 |
|