MGO One Seven’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 | $705K | Sell |
28,848
-3,454
| -11% | -$84.4K | 0.02% | 591 |
|
|
2025
Q1 | $713K | Buy |
32,302
+3,092
| +11% | +$68.3K | 0.03% | 530 |
|
|
2024
Q4 | $677K | Buy |
29,210
+1,673
| +6% | +$38.8K | 0.03% | 540 |
|
|
2024
Q3 | $623K | Buy |
27,537
+2,550
| +10% | +$57.7K | 0.03% | 510 |
|
|
2024
Q2 | $535K | Sell |
24,987
-6,048
| -19% | -$130K | 0.03% | 530 |
|
|
2024
Q1 | $642K | Buy |
31,035
+7,026
| +29% | +$145K | 0.03% | 456 |
|
|
2023
Q4 | $451K | Buy |
24,009
+2,544
| +12% | +$47.8K | 0.03% | 562 |
|
|
2023
Q3 | $362K | Sell |
21,465
-1,719
| -7% | -$29K | 0.03% | 544 |
|
|
2023
Q2 | $405K | Sell |
23,184
-2,031
| -8% | -$35.5K | 0.04% | 484 |
|
|
2023
Q1 | $407K | Buy |
+25,215
| New | +$407K | 0.03% | 543 |
|