Newbridge Financial Services Group’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 | $3.04K | Sell |
|
|||||
|
2025
Q1 | $17.2K | Sell |
|
|||||
|
2024
Q4 | $35.5K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $26.5K | Sell |
|
|||||
|
2024
Q1 | $38K | Buy |
|
|||||
|
2023
Q4 | $34K | Sell |
|
|||||
|
2023
Q3 | $43K | Buy |
|
|||||
|
2023
Q2 | $44.4K | Buy |
|
|||||
|
2023
Q1 | $41K | Sell |
|
|||||
|
2022
Q4 | $45.3K | Buy |
|
|||||
|
2022
Q3 | $42K | Sell |
|
|||||
|
2022
Q2 | $48K | Sell |
|
|||||
|
2022
Q1 | $62K | Buy |
|
|||||
|
2021
Q4 | $49K | Sell |
|
|||||
|
2021
Q3 | $50K | Buy |
|