Leading Edge Financial Planning’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
Q3 | $1.06M | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $959K | Buy |
|
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|
2024
Q3 | $914K | Sell |
|
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|
2024
Q2 | $933K | Sell |
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|
2024
Q1 | $965K | Sell |
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|
2023
Q4 | $973K | Sell |
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|
2023
Q3 | $999K | Sell |
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|
2023
Q2 | $1.06M | Buy |
|
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|
2023
Q1 | $935K | Buy |
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|
2022
Q4 | $791K | Buy |
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