LifePlan Financial’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 | $827K | Sell |
33,836
-127
| -0.4% | -$3.1K | 0.69% | 43 |
|
|
2025
Q1 | $750K | Buy |
33,963
+1,532
| +5% | +$33.8K | 0.65% | 47 |
|
|
2024
Q4 | $752K | Sell |
32,431
-4,154
| -11% | -$96.3K | 0.66% | 47 |
|
|
2024
Q3 | $827K | Sell |
36,585
-1,317
| -3% | -$29.8K | 0.71% | 41 |
|
|
2024
Q2 | $812K | Buy |
37,902
+159
| +0.4% | +$3.41K | 0.75% | 40 |
|
|
2024
Q1 | $781K | Buy |
37,743
+108
| +0.3% | +$2.23K | 0.72% | 45 |
|
|
2023
Q4 | $708K | Buy |
+37,635
| New | +$708K | 0.71% | 44 |
|