Legend Financial Advisors’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
Q3 | – | Sell |
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|
2025
Q2 | $14.9K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $14.2K | Sell |
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|
2024
Q3 | $13.8K | Hold |
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|
2024
Q2 | $13.1K | Sell |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $96.4K | Buy |
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|
2023
Q2 | $99.7K | Buy |
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|
2023
Q1 | $92.1K | Buy |
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|
2022
Q4 | $85.9K | Buy |
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|
2022
Q3 | $80.5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $801K | Sell |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $1.61M | Sell |
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|
2019
Q3 | $1.52M | Sell |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $2.57M | Sell |
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|
2018
Q4 | $2.33M | Buy |
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