Laurel Wealth Advisors (North Carolina)’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 | $19.8M | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q4 | $520K | Sell |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $893K | Buy |
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|
2019
Q4 | $952K | Buy |
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|
2019
Q3 | $878K | Buy |
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|
2019
Q2 | $763K | Buy |
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|
2019
Q1 | $626K | Buy |
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|
2018
Q4 | $532K | Buy |
|