MA
MONECO Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
53,569
+702
| +1% | +$17.2K | 0.12% | 168 |
|
|
2025
Q1 | $1.17M | Sell |
52,867
-313
| -0.6% | -$6.91K | 0.12% | 164 |
|
|
2024
Q4 | $1.23M | Buy |
53,180
+41,011
| +337% | +$951K | 0.13% | 158 |
|
|
2024
Q3 | $826K | Sell |
12,169
-5,525
| -31% | -$375K | 0.1% | 184 |
|
|
2024
Q2 | $1.14M | Sell |
17,694
-2,829
| -14% | -$182K | 0.17% | 134 |
|
|
2024
Q1 | $1.27M | Sell |
20,523
-17,825
| -46% | -$1.11M | 0.2% | 123 |
|
|
2023
Q4 | $2.16M | Buy |
38,348
+731
| +2% | +$41.2K | 0.41% | 65 |
|
|
2023
Q3 | $1.9M | Sell |
37,617
-2,708
| -7% | -$137K | 0.52% | 41 |
|
|
2023
Q2 | $2.11M | Sell |
40,325
-3,086
| -7% | -$162K | 0.57% | 36 |
|
|
2023
Q1 | $2.1M | Buy |
+43,411
| New | +$2.1M | 0.62% | 33 |
|