McAlister Sweet & Associates’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 | – | Sell |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $359K | Sell |
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|
2022
Q3 | $6.03M | Buy |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $450K | Buy |
|