MBL Wealth’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 | $7.61M | Buy |
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|
2025
Q2 | $6.98M | Hold |
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|
2025
Q1 | $6.3M | Sell |
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|
2024
Q4 | $6.63M | Buy |
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|
2024
Q3 | $6.46M | Sell |
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|
2024
Q2 | $6.25M | Sell |
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|
2024
Q1 | $6.25M | Buy |
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|
2023
Q4 | $5.53M | Sell |
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|
2023
Q3 | $5.12M | Sell |
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|
2023
Q2 | $5.4M | Sell |
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|
2023
Q1 | $5.05M | Sell |
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|
2022
Q4 | $5.1M | Buy |
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|
2022
Q3 | $4.43M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q3 | $2.51M | Buy |
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|
2021
Q1 | $2.44M | Buy |
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|
2020
Q4 | $2.3M | Buy |
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