Morton Capital Management’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 | $548K | Buy |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $244K | Buy |
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