Money Concepts Capital’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
Q3 | $360K | Buy |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $3.23M | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | $97K | Sell |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $955K | Buy |
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|
2021
Q1 | $571K | Hold |
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|
2020
Q4 | $541K | Buy |
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