Mosaic Family Wealth Partners’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 | $2.96M | Buy |
121,112
+1,514
| +1% | +$37K | 0.38% | 35 |
|
|
2025
Q1 | $2.64M | Sell |
119,598
-4,489
| -4% | -$99.1K | 0.38% | 34 |
|
|
2024
Q4 | $2.88M | Sell |
124,087
-2,498
| -2% | -$57.9K | 0.41% | 32 |
|
|
2024
Q3 | $2.86M | Sell |
126,585
-4,500
| -3% | -$102K | 0.42% | 32 |
|
|
2024
Q2 | $2.81M | Hold |
131,085
| – | – | 0.45% | 32 |
|
|
2024
Q1 | $2.71M | Sell |
131,085
-8,154
| -6% | -$169K | 0.45% | 30 |
|
|
2023
Q4 | $2.62M | Sell |
139,239
-7,752
| -5% | -$146K | 0.45% | 32 |
|
|
2023
Q3 | $2.48M | Hold |
146,991
| – | – | 0.5% | 29 |
|
|
2023
Q2 | $2.57M | Sell |
146,991
-6,138
| -4% | -$107K | 0.5% | 30 |
|
|
2023
Q1 | $2.47M | Sell |
153,129
-354
| -0.2% | -$5.71K | 0.52% | 27 |
|
|
2022
Q4 | $2.31M | Buy |
+153,483
| New | +$2.31M | 0.65% | 28 |
|