Merit Financial Group’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 | $11.2M | Sell |
|
|||||
|
2025
Q2 | $11.4M | Buy |
|
|||||
|
2025
Q1 | $9.53M | Buy |
|
|||||
|
2024
Q4 | $2.41M | Buy |
|
|||||
|
2024
Q3 | $383K | Buy |
|
|||||
|
2024
Q2 | $355K | Buy |
|
|||||
|
2024
Q1 | $320K | Buy |
|
|||||
|
2023
Q4 | $202K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $691K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $326K | Buy |
|
|||||
|
2022
Q3 | $289K | Sell |
|
|||||
|
2022
Q2 | $313K | Buy |
|