MLA
My Legacy Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
11,443
-172
| -1% | -$4.26K | 0.1% | 178 |
|
|
2025
Q1 | $256K | Buy |
11,615
+376
| +3% | +$8.3K | 0.1% | 190 |
|
|
2024
Q4 | $264K | Buy |
11,239
+5,415
| +93% | +$127K | 0.1% | 181 |
|
|
2024
Q3 | $395K | Sell |
5,824
-341
| -6% | -$23.1K | 0.16% | 151 |
|
|
2024
Q2 | $396K | Sell |
6,165
-1,157
| -16% | -$74.3K | 0.13% | 169 |
|
|
2024
Q1 | $454K | Sell |
7,322
-4,143
| -36% | -$257K | 0.15% | 159 |
|
|
2023
Q4 | $647K | Buy |
11,465
+42
| +0.4% | +$2.37K | 0.23% | 129 |
|
|
2023
Q3 | $576K | Sell |
11,423
-2,620
| -19% | -$132K | 0.23% | 133 |
|
|
2023
Q2 | $748K | Sell |
14,043
-25,419
| -64% | -$1.35M | 0.29% | 112 |
|
|
2023
Q1 | $1.91M | Sell |
39,462
-8,340
| -17% | -$403K | 0.82% | 27 |
|
|
2022
Q4 | $2.34M | Sell |
47,802
-22,716
| -32% | -$1.11M | 1% | 18 |
|
|
2022
Q3 | $2.98M | Sell |
70,518
-29,563
| -30% | -$1.25M | 1.5% | 10 |
|
|
2022
Q2 | $4.55M | Sell |
100,081
-41,481
| -29% | -$1.89M | 2.28% | 5 |
|
|
2022
Q1 | $7.62M | Buy |
+141,562
| New | +$7.62M | 3.54% | 3 |
|