Leverty Financial Group’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 | $11.1M | Sell |
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|
2025
Q2 | $10.4M | Sell |
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|
2025
Q1 | $83.5M | Buy |
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|
2024
Q4 | $60.3M | Sell |
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|
2024
Q3 | $59.4M | Buy |
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|
2024
Q2 | $35.4M | Sell |
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|
2024
Q1 | $35.4M | Buy |
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|
2023
Q4 | $31.2M | Buy |
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|
2023
Q3 | $26.9M | Sell |
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|
2023
Q2 | $48.1M | Buy |
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|
2023
Q1 | $42.7M | Buy |
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|
2022
Q4 | $37.5M | Buy |
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