LifeSteps Financial’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 | $371K | Hold |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $230K | Hold |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $267K | Buy |
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