Motive Wealth Advisors’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 | $505K | Hold |
20,682
| – | – | 0.23% | 44 |
|
|
2025
Q1 | $457K | Sell |
20,682
-522
| -2% | -$11.5K | 0.24% | 41 |
|
|
2024
Q4 | $492K | Hold |
21,204
| – | – | 0.26% | 41 |
|
|
2024
Q3 | $454K | Hold |
21,204
| – | – | 0.27% | 41 |
|
|
2024
Q2 | $454K | Hold |
21,204
| – | – | 0.27% | 41 |
|
|
2024
Q1 | $439K | Hold |
21,204
| – | – | 0.27% | 41 |
|
|
2023
Q4 | $399K | Hold |
21,204
| – | – | 0.46% | 28 |
|
|
2023
Q3 | $358K | Hold |
21,204
| – | – | 0.39% | 35 |
|
|
2023
Q2 | $370K | Sell |
21,204
-2,916
| -12% | -$50.9K | 0.38% | 32 |
|
|
2023
Q1 | $389K | Hold |
24,120
| – | – | 0.43% | 31 |
|
|
2022
Q4 | $363K | Hold |
24,120
| – | – | 0.28% | 40 |
|
|
2022
Q3 | $340K | Hold |
24,120
| – | – | 0.28% | 43 |
|
|
2022
Q2 | $359K | Hold |
24,120
| – | – | 0.28% | 54 |
|
|
2022
Q1 | $433K | Hold |
24,120
| – | – | 0.3% | 59 |
|
|
2021
Q4 | $458K | Hold |
24,120
| – | – | 0.28% | 60 |
|
|
2021
Q3 | $418K | Hold |
24,120
| – | – | 0.28% | 58 |
|
|
2021
Q2 | $418K | Buy |
+24,120
| New | +$418K | 0.3% | 57 |
|