Legend Financial Advisors’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 | $14.9K | Buy |
+611
| New | +$14.9K | 0.01% | 98 |
|
|
2025
Q1 | – | Sell |
-611
| Closed | -$14.2K | – | 212 |
|
|
2024
Q4 | $14.2K | Sell |
611
-1
| -0.2% | -$23 | 0.01% | 100 |
|
|
2024
Q3 | $13.8K | Hold |
612
| – | – | 0.01% | 88 |
|
|
2024
Q2 | $13.1K | Sell |
612
-5,106
| -89% | -$109K | 0.01% | 127 |
|
|
2024
Q1 | $118K | Hold |
5,718
| – | – | 0.09% | 45 |
|
|
2023
Q4 | $107K | Buy |
5,718
+3
| +0.1% | +$56 | 0.09% | 44 |
|
|
2023
Q3 | $96.4K | Buy |
5,715
+3
| +0.1% | +$51 | 0.08% | 52 |
|
|
2023
Q2 | $99.7K | Buy |
5,712
+3
| +0.1% | +$52 | 0.08% | 50 |
|
|
2023
Q1 | $92.1K | Buy |
5,709
+3
| +0.1% | +$48 | 0.08% | 48 |
|
|
2022
Q4 | $85.9K | Buy |
5,706
+3
| +0.1% | +$45 | 0.08% | 55 |
|
|
2022
Q3 | $80.5K | Buy |
+5,703
| New | +$80.5K | 0.08% | 47 |
|
|
2020
Q3 | – | Sell |
-64,854
| Closed | -$801K | – | 34 |
|
|
2020
Q2 | $801K | Sell |
64,854
-51,234
| -44% | -$633K | 0.5% | 18 |
|
|
2020
Q1 | $1.19M | Sell |
116,088
-9,576
| -8% | -$97.8K | 1.06% | 11 |
|
|
2019
Q4 | $1.61M | Sell |
125,664
-2,970
| -2% | -$38K | 1.37% | 13 |
|
|
2019
Q3 | $1.52M | Sell |
128,634
-2,154
| -2% | -$25.5K | 1.29% | 13 |
|
|
2019
Q2 | $1.53M | Sell |
130,788
-96,978
| -43% | -$1.13M | 1.35% | 14 |
|
|
2019
Q1 | $2.57M | Sell |
227,766
-5,940
| -3% | -$66.9K | 2.82% | 11 |
|
|
2018
Q4 | $2.33M | Buy |
+233,706
| New | +$2.33M | 3.41% | 11 |
|