LifeSteps 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 | $344K | Buy |
14,068
+4,810
| +52% | +$118K | 0.24% | 66 |
|
|
2025
Q1 | $204K | Sell |
9,258
-660
| -7% | -$14.6K | 0.17% | 79 |
|
|
2024
Q4 | $230K | Sell |
9,918
-270
| -3% | -$6.26K | 0.18% | 76 |
|
|
2024
Q3 | $230K | Hold |
10,188
| – | – | 0.18% | 74 |
|
|
2024
Q2 | $218K | Sell |
10,188
-48
| -0.5% | -$1.03K | 0.18% | 77 |
|
|
2024
Q1 | $212K | Sell |
10,236
-696
| -6% | -$14.4K | 0.16% | 81 |
|
|
2023
Q4 | $206K | Buy |
+10,932
| New | +$206K | 0.18% | 80 |
|
|
2022
Q3 | – | Sell |
-14,871
| Closed | -$221K | – | 77 |
|
|
2022
Q2 | $221K | Sell |
14,871
-51
| -0.3% | -$758 | 0.23% | 71 |
|
|
2022
Q1 | $268K | Hold |
14,922
| – | – | 0.2% | 70 |
|
|
2021
Q4 | $283K | Sell |
14,922
-954
| -6% | -$18.1K | 0.2% | 69 |
|
|
2021
Q3 | $275K | Sell |
15,876
-1,164
| -7% | -$20.2K | 0.21% | 70 |
|
|
2021
Q2 | $295K | Hold |
17,040
| – | – | 0.23% | 66 |
|
|
2021
Q1 | $273K | Hold |
17,040
| – | – | 0.23% | 71 |
|
|
2020
Q4 | $258K | Sell |
17,040
-1,218
| -7% | -$18.4K | 0.24% | 68 |
|
|
2020
Q3 | $245K | Buy |
18,258
+1,116
| +7% | +$15K | 0.26% | 65 |
|
|
2020
Q2 | $212K | Buy |
+17,142
| New | +$212K | 0.24% | 70 |
|
|
2020
Q1 | – | Sell |
-20,832
| Closed | -$267K | – | 94 |
|
|
2019
Q4 | $267K | Buy |
+20,832
| New | +$267K | 0.25% | 78 |
|