Morton Brown Family Wealth’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 | $301K | Hold |
12,336
| – | – | 0.09% | 45 |
|
|
2025
Q1 | $272K | Hold |
12,336
| – | – | 0.09% | 46 |
|
|
2024
Q4 | $286K | Hold |
12,336
| – | – | 0.1% | 46 |
|
|
2024
Q3 | $279K | Hold |
12,336
| – | – | 0.1% | 44 |
|
|
2024
Q2 | $269K | Hold |
12,336
| – | – | 0.11% | 44 |
|
|
2024
Q1 | $255K | Hold |
12,336
| – | – | 0.11% | 45 |
|
|
2023
Q4 | $232K | Buy |
+12,336
| New | +$232K | 0.1% | 46 |
|
|
2022
Q3 | – | Sell |
-954
| Closed | -$14K | – | 317 |
|
|
2022
Q2 | $14K | Buy |
+954
| New | +$14K | 0.01% | 101 |
|