Main Street Research’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 | $266K | Buy |
+10,898
| New | +$266K | 0.02% | 103 |
|
|
2025
Q1 | – | Sell |
-10,689
| Closed | -$248K | – | 122 |
|
|
2024
Q4 | $248K | Buy |
+10,689
| New | +$248K | 0.02% | 98 |
|
|
2024
Q3 | – | Sell |
-11,400
| Closed | -$245K | – | 114 |
|
|
2024
Q2 | $245K | Sell |
11,400
-804
| -7% | -$17.3K | 0.02% | 86 |
|
|
2024
Q1 | $252K | Buy |
+12,204
| New | +$252K | 0.02% | 90 |
|
|
2021
Q1 | – | Sell |
-15,606
| Closed | -$237K | – | 140 |
|
|
2020
Q4 | $237K | Buy |
+15,606
| New | +$237K | 0.03% | 109 |
|