MBE Wealth Management’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 | $480K | Sell |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $409K | Buy |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $138K | Buy |
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