Landmark Wealth Management (New York)’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 | $595K | Buy |
24,347
+5,104
| +27% | +$125K | 0.25% | 55 |
|
|
2025
Q1 | $425K | Sell |
19,243
-351
| -2% | -$7.75K | 0.19% | 55 |
|
|
2024
Q4 | $454K | Sell |
19,594
-224
| -1% | -$5.19K | 0.2% | 51 |
|
|
2024
Q3 | $448K | Buy |
+19,818
| New | +$448K | 0.2% | 53 |
|
|
2024
Q2 | – | Sell |
-20,013
| Closed | -$414K | – | 64 |
|
|
2024
Q1 | $414K | Sell |
20,013
-699
| -3% | -$14.5K | 0.19% | 52 |
|
|
2023
Q4 | $389K | Sell |
20,712
-474
| -2% | -$8.9K | 0.19% | 52 |
|
|
2023
Q3 | $357K | Buy |
+21,186
| New | +$357K | 0.2% | 54 |
|
|
2023
Q2 | – | Sell |
-22,932
| Closed | -$370K | – | 61 |
|
|
2023
Q1 | $370K | Buy |
+22,932
| New | +$370K | 0.21% | 52 |
|
|
2022
Q2 | – | Sell |
-1,128
| Closed | -$376 | – | 153 |
|
|
2022
Q1 | $376 | Buy |
+1,128
| New | +$376 | ﹤0.01% | 143 |
|