Mission Creek Capital Partners’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 | $642K | Hold |
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|
2025
Q2 | $600K | Hold |
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|
2025
Q1 | $548K | Hold |
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|
2024
Q4 | $572K | Buy |
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|
2024
Q3 | $499K | Hold |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $440K | Hold |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $412K | Sell |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $508K | Sell |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $503K | Hold |
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|
2022
Q1 | $606K | Hold |
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|
2021
Q4 | $640K | Hold |
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|
2021
Q3 | $585K | Hold |
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|
2021
Q2 | $585K | Hold |
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|
2021
Q1 | $540K | Hold |
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|
2020
Q4 | $512K | Buy |
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|
2020
Q3 | $356K | Buy |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $315K | Buy |
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