New England Private 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 | $663K | Buy |
26,379
+62
| +0.2% | +$1.56K | 0.1% | 99 |
|
|
2025
Q1 | $581K | Buy |
26,317
+894
| +4% | +$19.7K | 0.09% | 97 |
|
|
2024
Q4 | $589K | Buy |
25,423
+1,165
| +5% | +$27K | 0.09% | 96 |
|
|
2024
Q3 | $549K | Buy |
24,258
+1,218
| +5% | +$27.5K | 0.09% | 91 |
|
|
2024
Q2 | $493K | Hold |
23,040
| – | – | 0.09% | 93 |
|
|
2024
Q1 | $477K | Buy |
23,040
+60
| +0.3% | +$1.24K | 0.08% | 96 |
|
|
2023
Q4 | $432K | Buy |
22,980
+906
| +4% | +$17K | 0.08% | 92 |
|
|
2023
Q3 | $372K | Buy |
22,074
+78
| +0.4% | +$1.32K | 0.08% | 89 |
|
|
2023
Q2 | $384K | Buy |
21,996
+66
| +0.3% | +$1.15K | 0.08% | 84 |
|
|
2023
Q1 | $354K | Buy |
21,930
+1,950
| +10% | +$31.4K | 0.07% | 86 |
|
|
2022
Q4 | $301K | Buy |
+19,980
| New | +$301K | 0.06% | 88 |
|