Mendota Financial Group’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 |
-66
| Closed | -$1.53K | – | 318 |
|
|
2024
Q4 | $1.53K | Hold |
66
| – | – | ﹤0.01% | 298 |
|
|
2024
Q3 | $1.49K | Hold |
66
| – | – | ﹤0.01% | 326 |
|
|
2024
Q2 | $1.41K | Hold |
66
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $1.37K | Hold |
66
| – | – | ﹤0.01% | 295 |
|
|
2023
Q4 | $1.24K | Hold |
66
| – | – | ﹤0.01% | 332 |
|
|
2023
Q3 | $1.11K | Hold |
66
| – | – | ﹤0.01% | 263 |
|
|
2023
Q2 | $1.15K | Buy |
+66
| New | +$1.15K | ﹤0.01% | 262 |
|
|
2023
Q1 | – | Sell |
-66
| Closed | -$993 | – | 350 |
|
|
2022
Q4 | $993 | Buy |
+66
| New | +$993 | ﹤0.01% | 278 |
|