Legacy Bridge’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 | $202K | Buy |
|
|||||
|
2025
Q1 | $178K | Buy |
|
|||||
|
2024
Q4 | $187K | Buy |
|
|||||
|
2024
Q3 | $182K | Hold |
|
|||||
|
2024
Q2 | $173K | Hold |
|
|||||
|
2024
Q1 | $167K | Buy |
|
|||||
|
2023
Q4 | $123K | Hold |
|
|||||
|
2023
Q3 | $110K | Hold |
|
|||||
|
2023
Q2 | $114K | Hold |
|
|||||
|
2023
Q1 | $105K | Hold |
|
|||||
|
2022
Q4 | $98.4K | Hold |
|
|||||
|
2022
Q3 | $92K | Hold |
|
|||||
|
2022
Q2 | $97K | Hold |
|
|||||
|
2022
Q1 | $117K | Hold |
|
|||||
|
2021
Q4 | $124K | Hold |
|
|||||
|
2021
Q3 | $113K | Buy |
|
|||||
|
2021
Q2 | $98K | Hold |
|
|||||
|
2021
Q1 | $91K | Buy |
|
|||||
|
2020
Q4 | $31K | Hold |
|
|||||
|
2020
Q3 | $27K | Hold |
|
|||||
|
2020
Q2 | $25K | Sell |
|
|||||
|
2020
Q1 | $26K | Hold |
|
|||||
|
2019
Q4 | $32K | Hold |
|
|||||
|
2019
Q3 | $30K | Buy |
|
|||||
|
2019
Q2 | $27K | Buy |
|
|||||
|
2019
Q1 | $23K | Buy |
|
|||||
|
2018
Q4 | $12K | Buy |
|