Morton Capital Management’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 | $482K | Buy |
19,739
+5
| +0% | +$122 | 0.09% | 73 |
|
|
2025
Q1 | $436K | Sell |
19,734
-387
| -2% | -$8.55K | 0.08% | 73 |
|
|
2024
Q4 | $466K | Sell |
20,121
-1,056
| -5% | -$24.5K | 0.09% | 71 |
|
|
2024
Q3 | $479K | Sell |
21,177
-150
| -0.7% | -$3.39K | 0.09% | 69 |
|
|
2024
Q2 | $457K | Sell |
21,327
-81
| -0.4% | -$1.74K | 0.11% | 62 |
|
|
2024
Q1 | $443K | Sell |
21,408
-255
| -1% | -$5.28K | 0.12% | 65 |
|
|
2023
Q4 | $407K | Buy |
21,663
+3,675
| +20% | +$69.1K | 0.12% | 65 |
|
|
2023
Q3 | $303K | Buy |
17,988
+2,517
| +16% | +$42.5K | 0.11% | 70 |
|
|
2023
Q2 | $270K | Hold |
15,471
| – | – | 0.09% | 75 |
|
|
2023
Q1 | $249K | Buy |
+15,471
| New | +$249K | 0.09% | 74 |
|
|
2022
Q2 | – | Sell |
-12,870
| Closed | -$231K | – | 90 |
|
|
2022
Q1 | $231K | Hold |
12,870
| – | – | 0.09% | 75 |
|
|
2021
Q4 | $244K | Buy |
+12,870
| New | +$244K | 0.1% | 76 |
|