Motive Wealth Advisors’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 | $545K | Hold |
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|
2025
Q2 | $505K | Hold |
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|
2025
Q1 | $457K | Sell |
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|
2024
Q4 | $492K | Hold |
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|
2024
Q3 | $454K | Hold |
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $439K | Hold |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $363K | Hold |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $359K | Hold |
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|
2022
Q1 | $433K | Hold |
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|
2021
Q4 | $458K | Hold |
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|
2021
Q3 | $418K | Hold |
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|
2021
Q2 | $418K | Buy |
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