May Barnhard Investments’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 | $15.1M | Sell |
617,821
-1,917
| -0.3% | -$46.9K | 7.05% | 1 |
|
|
2025
Q1 | $13.7M | Buy |
619,738
+865
| +0.1% | +$19.1K | 6.83% | 1 |
|
|
2024
Q4 | $14.3M | Buy |
618,873
+19,311
| +3% | +$448K | 6.82% | 1 |
|
|
2024
Q3 | $13.6M | Buy |
599,562
+552
| +0.1% | +$12.5K | 6.62% | 1 |
|
|
2024
Q2 | $12.8M | Sell |
599,010
-27,303
| -4% | -$585K | 6.62% | 1 |
|
|
2024
Q1 | $13M | Sell |
626,313
-210
| -0% | -$4.34K | 6.49% | 1 |
|
|
2023
Q4 | $11.8M | Buy |
+626,523
| New | +$11.8M | 6.06% | 2 |
|