Lowe Wealth Advisors’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
Q3 | $121K | Buy |
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|
2025
Q2 | $107K | Sell |
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|
2025
Q1 | $119K | Hold |
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|
2024
Q4 | $125K | Hold |
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|
2024
Q3 | $122K | Hold |
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|
2024
Q2 | $115K | Sell |
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|
2024
Q1 | $175K | Sell |
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|
2023
Q4 | $182K | Buy |
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|
2023
Q3 | $51.9K | Hold |
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|
2023
Q2 | $53.7K | Hold |
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|
2023
Q1 | $49.6K | Sell |
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|
2022
Q4 | $98.8K | Hold |
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|
2022
Q3 | $93K | Hold |
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|
2022
Q2 | $98K | Hold |
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|
2022
Q1 | $118K | Buy |
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