Legacy Financial Group (Oklahoma)’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 | $6.3M | Sell |
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|
2025
Q1 | $5.82M | Sell |
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|
2024
Q4 | $6.33M | Sell |
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|
2024
Q3 | $6.18M | Buy |
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|
2024
Q2 | $6.1M | Sell |
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|
2024
Q1 | $6.07M | Sell |
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|
2023
Q4 | $5.87M | Sell |
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|
2023
Q3 | $5.4M | Sell |
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|
2023
Q2 | $5.93M | Sell |
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|
2023
Q1 | $5.66M | Sell |
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|
2022
Q4 | $5.39M | Buy |
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