Napatree Capital’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
Q1 | $2.82M | Sell |
127,621
-100,709
| -44% | -$2.22M | 1.58% | 14 |
|
|
2024
Q4 | $5.29M | Buy |
228,330
+3,000
| +1% | +$69.5K | 3.11% | 3 |
|
|
2024
Q3 | $5.1M | Sell |
225,330
-16,107
| -7% | -$364K | 3.55% | 4 |
|
|
2024
Q2 | $5.17M | Buy |
241,437
+37,644
| +18% | +$806K | 4.19% | 2 |
|
|
2024
Q1 | $4.04M | Buy |
203,793
+21,960
| +12% | +$436K | 3.91% | 3 |
|
|
2023
Q4 | $3.42M | Buy |
+181,833
| New | +$3.42M | 3.43% | 3 |
|