McClarren Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,103
| Closed | -$25K | – | 354 |
|
|
2024
Q4 | $25K | Buy |
+1,103
| New | +$25K | 0.07% | 124 |
|
|
2024
Q3 | – | Sell |
-192
| Closed | -$23K | – | 338 |
|
|
2024
Q2 | $23K | Sell |
192
-903
| -82% | -$108K | 0.02% | 212 |
|
|
2024
Q1 | $23K | Buy |
1,095
+6
| +0.6% | +$126 | 0.02% | 208 |
|
|
2023
Q4 | $20K | Buy |
1,089
+6
| +0.6% | +$110 | 0.02% | 238 |
|
|
2023
Q3 | $18K | Buy |
1,083
+3
| +0.3% | +$50 | 0.02% | 227 |
|
|
2023
Q2 | $18K | Buy |
+1,080
| New | +$18K | 0.01% | 228 |
|