Lloyd Advisory Services’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
Q2 | – | Sell |
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|
2025
Q1 | $2.96M | Buy |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $4.87M | Buy |
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|
2022
Q4 | $7.65M | Buy |
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|
2022
Q3 | $7.04M | Buy |
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|
2022
Q2 | $4.88M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $765K | Buy |
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|
2021
Q3 | $694K | Sell |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $2.55M | Buy |
|