Milestone Investment Advisors’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 | $25.3M | Sell |
1,036,958
-43,680
| -4% | -$1.07M | 6.61% | 3 |
|
|
2025
Q1 | $23.9M | Sell |
1,080,638
-39,008
| -3% | -$861K | 6.62% | 3 |
|
|
2024
Q4 | $26M | Sell |
1,119,646
-19,982
| -2% | -$463K | 7.05% | 3 |
|
|
2024
Q3 | $25.8M | Sell |
1,139,628
-84,825
| -7% | -$1.92M | 7.22% | 3 |
|
|
2024
Q2 | $26.2M | Sell |
1,224,453
-84,147
| -6% | -$1.8M | 6.97% | 3 |
|
|
2024
Q1 | $27.1M | Sell |
1,308,600
-57,324
| -4% | -$1.19M | 7.3% | 4 |
|
|
2023
Q4 | $25.7M | Sell |
1,365,924
-6,093
| -0.4% | -$115K | 7.46% | 3 |
|
|
2023
Q3 | $23.1M | Buy |
1,372,017
+15,657
| +1% | +$264K | 6.58% | 2 |
|
|
2023
Q2 | $23.7M | Sell |
1,356,360
-8,166
| -0.6% | -$143K | 7.33% | 1 |
|
|
2023
Q1 | $22M | Buy |
1,364,526
+10,131
| +0.7% | +$163K | 6.79% | 2 |
|
|
2022
Q4 | $20.4M | Buy |
+1,354,395
| New | +$20.4M | 7.15% | 3 |
|