MassMutual Private Wealth & Trust’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 | $66.5K | Hold |
2,721
| – | – | ﹤0.01% | 707 |
|
|
2025
Q1 | $60.1K | Sell |
2,721
-3,041
| -53% | -$67.1K | ﹤0.01% | 684 |
|
|
2024
Q4 | $134K | Buy |
5,762
+3,041
| +112% | +$70.5K | ﹤0.01% | 520 |
|
|
2024
Q3 | $61.5K | Buy |
+2,721
| New | +$61.5K | ﹤0.01% | 618 |
|
|
2019
Q4 | – | Sell |
-1,602
| Closed | -$19K | – | 889 |
|
|
2019
Q3 | $19K | Buy |
+1,602
| New | +$19K | ﹤0.01% | 519 |
|