Members Trust’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
Q2 | $459K | Hold |
18,800
| – | – | 0.02% | 85 |
|
|
2025
Q1 | $415K | Buy |
18,800
+4,793
| +34% | +$106K | 0.01% | 85 |
|
|
2024
Q4 | $325K | Hold |
14,007
| – | – | 0.01% | 93 |
|
|
2024
Q3 | $317K | Hold |
14,007
| – | – | 0.01% | 95 |
|
|
2024
Q2 | $300K | Hold |
14,007
| – | – | 0.01% | 96 |
|
|
2024
Q1 | $290K | Hold |
14,007
| – | – | 0.01% | 95 |
|
|
2023
Q4 | $264K | Buy |
+14,007
| New | +$264K | 0.01% | 99 |
|