McDonald Partners’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 | $552K | Hold |
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|
2025
Q2 | $512K | Hold |
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|
2025
Q1 | $463K | Hold |
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|
2024
Q4 | $486K | Sell |
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|
2024
Q3 | $476K | Hold |
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|
2024
Q2 | $451K | Hold |
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $458K | Buy |
|