My Legacy 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
Q2 | $284K | Sell |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $395K | Sell |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $576K | Sell |
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|
2023
Q2 | $748K | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $2.34M | Sell |
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|
2022
Q3 | $2.98M | Sell |
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|
2022
Q2 | $4.55M | Sell |
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|
2022
Q1 | $7.62M | Buy |
|