Lindbrook Capital’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 | $151K | Hold |
6,846
| – | – | 0.01% | 509 |
|
|
2024
Q4 | $159K | Hold |
6,846
| – | – | 0.01% | 436 |
|
|
2024
Q3 | $155K | Hold |
6,846
| – | – | 0.01% | 445 |
|
|
2024
Q2 | $147K | Hold |
6,846
| – | – | 0.01% | 428 |
|
|
2024
Q1 | $142K | Sell |
6,846
-105
| -2% | -$2.17K | 0.01% | 437 |
|
|
2023
Q4 | $131K | Hold |
6,951
| – | – | 0.01% | 442 |
|
|
2023
Q3 | $117K | Hold |
6,951
| – | – | 0.01% | 423 |
|
|
2023
Q2 | $121K | Hold |
6,951
| – | – | 0.01% | 439 |
|
|
2023
Q1 | $112K | Hold |
6,951
| – | – | 0.01% | 455 |
|
|
2022
Q4 | $105K | Buy |
6,951
+30
| +0.4% | +$452 | 0.01% | 467 |
|
|
2022
Q3 | $98K | Buy |
6,921
+132
| +2% | +$1.87K | 0.02% | 436 |
|
|
2022
Q2 | $101K | Buy |
6,789
+6,489
| +2,163% | +$96.5K | 0.02% | 440 |
|
|
2022
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 1613 |
|
|
2021
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 1460 |
|