Moseley Investment 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 | $620K | Sell |
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|
2025
Q2 | $585K | Sell |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $604K | Hold |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $569K | Sell |
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|
2024
Q1 | $551K | Sell |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $450K | Sell |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $344K | Sell |
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|
2020
Q3 | $336K | Buy |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $333K | Sell |
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|
2019
Q1 | $341K | Buy |
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