LB
Legacy Bridge’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
8,254
+196
| +2% | +$4.79K | 0.1% | 133 |
|
|
2025
Q1 | $178K | Buy |
8,058
+1
| +0% | +$22 | 0.1% | 134 |
|
|
2024
Q4 | $187K | Buy |
8,057
+5,372
| +200% | +$125K | 0.1% | 138 |
|
|
2024
Q3 | $182K | Hold |
2,685
| – | – | 0.1% | 141 |
|
|
2024
Q2 | $173K | Hold |
2,685
| – | – | 0.1% | 134 |
|
|
2024
Q1 | $167K | Buy |
2,685
+505
| +23% | +$31.3K | 0.1% | 148 |
|
|
2023
Q4 | $123K | Hold |
2,180
| – | – | 0.08% | 156 |
|
|
2023
Q3 | $110K | Hold |
2,180
| – | – | 0.08% | 162 |
|
|
2023
Q2 | $114K | Hold |
2,180
| – | – | 0.08% | 162 |
|
|
2023
Q1 | $105K | Hold |
2,180
| – | – | 0.07% | 167 |
|
|
2022
Q4 | $98.4K | Hold |
2,180
| – | – | 0.07% | 169 |
|
|
2022
Q3 | $92K | Hold |
2,180
| – | – | 0.07% | 163 |
|
|
2022
Q2 | $97K | Hold |
2,180
| – | – | 0.07% | 167 |
|
|
2022
Q1 | $117K | Buy |
2,180
+1,090
| +100% | +$58.5K | 0.07% | 169 |
|
|
2021
Q4 | $124K | Hold |
1,090
| – | – | 0.06% | 170 |
|
|
2021
Q3 | $113K | Buy |
1,090
+145
| +15% | +$15K | 0.07% | 169 |
|
|
2021
Q2 | $98K | Hold |
945
| – | – | 0.06% | 176 |
|
|
2021
Q1 | $91K | Buy |
945
+605
| +178% | +$58.3K | 0.06% | 171 |
|
|
2020
Q4 | $31K | Hold |
340
| – | – | 0.02% | 208 |
|
|
2020
Q3 | $27K | Hold |
340
| – | – | 0.02% | 205 |
|
|
2020
Q2 | $25K | Sell |
340
-80
| -19% | -$5.88K | 0.03% | 207 |
|
|
2020
Q1 | $26K | Hold |
420
| – | – | 0.03% | 190 |
|
|
2019
Q4 | $32K | Hold |
420
| – | – | 0.03% | 205 |
|
|
2019
Q3 | $30K | Buy |
420
+35
| +9% | +$2.5K | 0.03% | 201 |
|
|
2019
Q2 | $27K | Buy |
385
+50
| +15% | +$3.51K | 0.03% | 205 |
|
|
2019
Q1 | $23K | Buy |
335
+135
| +68% | +$9.27K | 0.02% | 213 |
|
|
2018
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 200 |
|