Mitchell Sinkler & Starr’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 | $798K | Buy |
32,648
+4,425
| +16% | +$108K | 0.38% | 66 |
|
|
2025
Q1 | $623K | Buy |
28,223
+8,830
| +46% | +$195K | 0.17% | 91 |
|
|
2024
Q4 | $450K | Buy |
19,393
+6,418
| +49% | +$149K | 0.12% | 109 |
|
|
2024
Q3 | $293K | Buy |
12,975
+1,275
| +11% | +$28.8K | 0.07% | 138 |
|
|
2024
Q2 | $255K | Buy |
11,700
+9,000
| +333% | +$196K | 0.07% | 135 |
|
|
2024
Q1 | $55.9K | Sell |
2,700
-42,738
| -94% | -$884K | 0.01% | 172 |
|
|
2023
Q4 | $854K | Buy |
+45,438
| New | +$854K | 0.16% | 104 |
|