Morris Financial Concepts’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 | $36.3M | Buy |
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|
2025
Q2 | $32.4M | Sell |
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|
2025
Q1 | $30.4M | Buy |
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|
2024
Q4 | $31.7M | Sell |
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|
2024
Q3 | $31M | Sell |
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|
2024
Q2 | $29.9M | Buy |
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|
2024
Q1 | $26.7M | Buy |
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|
2023
Q4 | $22.1M | Buy |
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|
2023
Q3 | $19.5M | Sell |
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|
2023
Q2 | $20.1M | Buy |
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|
2023
Q1 | $18.2M | Buy |
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|
2022
Q4 | $16.3M | Buy |
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|
2022
Q3 | $14.6M | Buy |
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|
2022
Q2 | $15.4M | Buy |
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|
2022
Q1 | $18.3M | Buy |
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|
2021
Q4 | $19.1M | Buy |
|