Leverty Financial Group’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 | $10.4M | Sell |
425,566
-3,355,196
| -89% | -$82M | 3.11% | 6 |
|
|
2025
Q1 | $83.5M | Buy |
3,780,762
+1,179,570
| +45% | +$26M | 34.13% | 1 |
|
|
2024
Q4 | $60.3M | Sell |
2,601,192
-23,217
| -0.9% | -$538K | 30.68% | 1 |
|
|
2024
Q3 | $59.4M | Buy |
2,624,409
+971,601
| +59% | +$22M | 32.43% | 1 |
|
|
2024
Q2 | $35.4M | Sell |
1,652,808
-57,870
| -3% | -$1.24M | 20.94% | 1 |
|
|
2024
Q1 | $35.4M | Buy |
1,710,678
+49,716
| +3% | +$1.03M | 21.11% | 1 |
|
|
2023
Q4 | $31.2M | Buy |
1,660,962
+67,494
| +4% | +$1.27M | 19.8% | 1 |
|
|
2023
Q3 | $26.9M | Sell |
1,593,468
-1,163,154
| -42% | -$19.6M | 19.51% | 1 |
|
|
2023
Q2 | $48.1M | Buy |
2,756,622
+108,291
| +4% | +$1.89M | 35.07% | 1 |
|
|
2023
Q1 | $42.7M | Buy |
2,648,331
+157,413
| +6% | +$2.54M | 33.52% | 1 |
|
|
2022
Q4 | $37.5M | Buy |
+2,490,918
| New | +$37.5M | 32.07% | 1 |
|