Lifeworks Advisors’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 | $2.29M | Sell |
93,745
-23,136
| -20% | -$565K | 0.34% | 78 |
|
|
2025
Q1 | $2.58M | Sell |
116,881
-98,345
| -46% | -$2.17M | 0.43% | 65 |
|
|
2024
Q4 | $4.99M | Sell |
215,226
-18,513
| -8% | -$429K | 0.9% | 29 |
|
|
2024
Q3 | $5.29M | Buy |
233,739
+202,215
| +641% | +$4.57M | 1.04% | 28 |
|
|
2024
Q2 | $675K | Buy |
+31,524
| New | +$675K | 0.19% | 113 |
|