Morling Financial 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 | $11M | Sell |
449,003
-20,415
| -4% | -$499K | 3.59% | 10 |
|
|
2025
Q1 | $10.4M | Buy |
469,418
+2,115
| +0.5% | +$46.7K | 3.57% | 11 |
|
|
2024
Q4 | $10.8M | Sell |
467,303
-4,654
| -1% | -$108K | 3.78% | 9 |
|
|
2024
Q3 | $10.7M | Sell |
471,957
-3,543
| -0.7% | -$80.1K | 4.07% | 8 |
|
|
2024
Q2 | $10.2M | Sell |
475,500
-1,854
| -0.4% | -$39.7K | 4.44% | 8 |
|
|
2024
Q1 | $9.87M | Sell |
477,354
-11,439
| -2% | -$237K | 5.65% | 6 |
|
|
2023
Q4 | $9.19M | Buy |
488,793
+1,839
| +0.4% | +$34.6K | 7.41% | 4 |
|
|
2023
Q3 | $8.21M | Sell |
486,954
-3,612
| -0.7% | -$60.9K | 8.14% | 2 |
|
|
2023
Q2 | $8.56M | Sell |
490,566
-3,675
| -0.7% | -$64.2K | 8.23% | 3 |
|
|
2023
Q1 | $7.97M | Sell |
494,241
-3,183
| -0.6% | -$51.3K | 8.59% | 2 |
|
|
2022
Q4 | $7.49M | Sell |
497,424
-4,437
| -0.9% | -$66.8K | 9.55% | 2 |
|
|
2022
Q3 | $7.09M | Sell |
501,861
-6,762
| -1% | -$95.5K | 9.65% | 1 |
|
|
2022
Q2 | $7.57M | Sell |
508,623
-31,266
| -6% | -$465K | 9.88% | 1 |
|
|
2022
Q1 | $9.69M | Sell |
539,889
-7,953
| -1% | -$143K | 12.25% | 1 |
|
|
2021
Q4 | $10.4M | Buy |
+547,842
| New | +$10.4M | 9.94% | 2 |
|