LongView Wealth Management’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 | $10.6M | Buy |
432,508
+13,527
| +3% | +$331K | 3.2% | 5 |
|
|
2025
Q1 | $9.25M | Buy |
418,981
+25,392
| +6% | +$561K | 2.77% | 7 |
|
|
2024
Q4 | $9.12M | Buy |
393,589
+10,588
| +3% | +$245K | 2.78% | 8 |
|
|
2024
Q3 | $8.66M | Buy |
383,001
+65,631
| +21% | +$1.48M | 2.76% | 7 |
|
|
2024
Q2 | $6.8M | Buy |
317,370
+45,492
| +17% | +$974K | 2.51% | 8 |
|
|
2024
Q1 | $5.62M | Buy |
271,878
+34,794
| +15% | +$720K | 2.23% | 8 |
|
|
2023
Q4 | $4.44M | Buy |
+237,084
| New | +$4.44M | 1.98% | 10 |
|