Mosaic Family Wealth Partners’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 | $3.22M | Buy |
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|
2025
Q2 | $2.96M | Buy |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.81M | Hold |
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|
2024
Q1 | $2.71M | Sell |
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|
2023
Q4 | $2.62M | Sell |
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|
2023
Q3 | $2.48M | Hold |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $2.31M | Buy |
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