Modera Wealth Management’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
Q2 | $38M | Sell |
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|
2025
Q1 | $34.8M | Sell |
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|
2024
Q4 | $37.3M | Sell |
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|
2024
Q3 | $37.9M | Sell |
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|
2024
Q2 | $37.4M | Sell |
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|
2024
Q1 | $36.9M | Sell |
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|
2023
Q4 | $37.7M | Sell |
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|
2023
Q3 | $34.2M | Sell |
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|
2023
Q2 | $35.8M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $208K | Buy |
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