MKT 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 | $213K | Buy |
+8,691
| New | +$213K | 0.08% | 156 |
|
|
2025
Q1 | – | Sell |
-8,691
| Closed | -$206K | – | 151 |
|
|
2024
Q4 | $206K | Buy |
+8,691
| New | +$206K | 0.09% | 142 |
|
|
2024
Q3 | – | Sell |
-10,131
| Closed | -$221K | – | 157 |
|
|
2024
Q2 | $221K | Hold |
10,131
| – | – | 0.11% | 134 |
|
|
2024
Q1 | $206K | Sell |
10,131
-1,923
| -16% | -$39.1K | 0.11% | 135 |
|
|
2023
Q4 | $223K | Hold |
12,054
| – | – | 0.15% | 129 |
|
|
2023
Q3 | $203K | Hold |
12,054
| – | – | 0.15% | 129 |
|
|
2023
Q2 | $217K | Sell |
12,054
-900
| -7% | -$16.2K | 0.15% | 127 |
|
|
2023
Q1 | $208K | Hold |
12,954
| – | – | 0.16% | 131 |
|
|
2022
Q4 | $202K | Buy |
+12,954
| New | +$202K | 0.15% | 135 |
|
|
2022
Q2 | – | Sell |
-12,954
| Closed | -$203K | – | 144 |
|
|
2022
Q1 | $203K | Hold |
12,954
| – | – | 0.15% | 134 |
|
|
2021
Q4 | $223K | Buy |
+12,954
| New | +$223K | 0.17% | 126 |
|