Montis Financial’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 | $5.68M | Sell |
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|
2025
Q2 | $5.97M | Sell |
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|
2025
Q1 | $7.13M | Sell |
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|
2024
Q4 | $9.21M | Sell |
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|
2024
Q3 | $9.14M | Sell |
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|
2024
Q2 | $9.9M | Sell |
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|
2024
Q1 | $9.99M | Sell |
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|
2023
Q4 | $9.57M | Sell |
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|
2023
Q3 | $9.03M | Sell |
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|
2023
Q2 | $9.68M | Sell |
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|
2023
Q1 | $9.63M | Sell |
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|
2022
Q4 | $9.09M | Buy |
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