MBA 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
Q2 | $9.77M | Buy |
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|
2025
Q1 | $8.5M | Buy |
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|
2024
Q4 | $8.84M | Buy |
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|
2024
Q3 | $8.47M | Sell |
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|
2024
Q2 | $8.03M | Sell |
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|
2024
Q1 | $7.86M | Sell |
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|
2023
Q4 | $7.23M | Buy |
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|
2023
Q3 | $6M | Buy |
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|
2023
Q2 | $5.83M | Buy |
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|
2023
Q1 | $5.18M | Buy |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $4.23M | Buy |
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|
2022
Q2 | $4.32M | Sell |
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|
2022
Q1 | $5.22M | Buy |
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|
2021
Q4 | $5.16M | Buy |
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|
2021
Q3 | $4.68M | Buy |
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|
2021
Q2 | $4.53K | Buy |
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|
2021
Q1 | $4.18K | Buy |
|