Mayfair Advisory Group’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 | $2.6M | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $843K | Buy |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $531K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $261K | Sell |
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|
2020
Q4 | $255K | Sell |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $363K | Hold |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $377K | Buy |
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