Liberty Wealth Management’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
Q1 | – | Sell |
-15,873
| Closed | -$396K | – | 193 |
|
|
2024
Q4 | $396K | Buy |
+15,873
| New | +$396K | 0.07% | 137 |
|
|
2023
Q2 | – | Sell |
-286,710
| Closed | -$4.52M | – | 230 |
|
|
2023
Q1 | $4.52M | Buy |
+286,710
| New | +$4.52M | 0.93% | 30 |
|
|
2021
Q4 | – | Sell |
-21,564
| Closed | -$374K | – | 922 |
|
|
2021
Q3 | $374K | Buy |
21,564
+21,498
| +32,573% | +$373K | 0.13% | 97 |
|
|
2021
Q2 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 1030 |
|
|
2020
Q3 | – | Sell |
-804
| Closed | -$10K | – | 946 |
|
|
2020
Q2 | $10K | Buy |
+804
| New | +$10K | 0.01% | 500 |
|