MKD Wealth Coaches’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 | $280K | Buy |
11,455
+246
| +2% | +$6.01K | 0.3% | 19 |
|
|
2025
Q1 | $248K | Sell |
11,209
-1,069
| -9% | -$23.6K | 0.28% | 21 |
|
|
2024
Q4 | $285K | Buy |
+12,278
| New | +$285K | 0.29% | 22 |
|
|
2021
Q4 | $221K | Buy |
11,664
+114
| +1% | +$2.16K | 0.3% | 23 |
|
|
2021
Q3 | $200K | Buy |
+11,550
| New | +$200K | 0.31% | 19 |
|
|
2019
Q3 | – | Sell |
-4,728
| Closed | -$55K | – | 169 |
|
|
2019
Q2 | $55K | Buy |
4,728
+54
| +1% | +$628 | 0.05% | 83 |
|
|
2019
Q1 | $53K | Buy |
4,674
+78
| +2% | +$884 | 0.05% | 81 |
|
|
2018
Q4 | $46K | Buy |
+4,596
| New | +$46K | 0.05% | 86 |
|