Leading Edge Financial Planning’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 | $1.01M | Buy |
41,501
+177
| +0.4% | +$4.33K | 0.28% | 26 |
|
|
2025
Q1 | $912K | Sell |
41,324
-39
| -0.1% | -$861 | 0.29% | 24 |
|
|
2024
Q4 | $959K | Buy |
41,363
+971
| +2% | +$22.5K | 0.31% | 24 |
|
|
2024
Q3 | $914K | Sell |
40,392
-3,159
| -7% | -$71.4K | 0.31% | 26 |
|
|
2024
Q2 | $933K | Sell |
43,551
-3,105
| -7% | -$66.5K | 0.37% | 25 |
|
|
2024
Q1 | $965K | Sell |
46,656
-5,094
| -10% | -$105K | 0.43% | 23 |
|
|
2023
Q4 | $973K | Sell |
51,750
-7,467
| -13% | -$140K | 0.5% | 23 |
|
|
2023
Q3 | $999K | Sell |
59,217
-1,380
| -2% | -$23.3K | 0.64% | 25 |
|
|
2023
Q2 | $1.06M | Buy |
60,597
+2,616
| +5% | +$45.7K | 0.69% | 20 |
|
|
2023
Q1 | $935K | Buy |
57,981
+5,433
| +10% | +$87.6K | 0.68% | 24 |
|
|
2022
Q4 | $791K | Buy |
+52,548
| New | +$791K | 0.68% | 26 |
|