Milestone Investment Advisors’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 | $26.9M | Sell |
|
|||||
|
2025
Q2 | $25.3M | Sell |
|
|||||
|
2025
Q1 | $23.9M | Sell |
|
|||||
|
2024
Q4 | $26M | Sell |
|
|||||
|
2024
Q3 | $25.8M | Sell |
|
|||||
|
2024
Q2 | $26.2M | Sell |
|
|||||
|
2024
Q1 | $27.1M | Sell |
|
|||||
|
2023
Q4 | $25.7M | Sell |
|
|||||
|
2023
Q3 | $23.1M | Buy |
|
|||||
|
2023
Q2 | $23.7M | Sell |
|
|||||
|
2023
Q1 | $22M | Buy |
|
|||||
|
2022
Q4 | $20.4M | Buy |
|