NewEdge 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
Q3 | $12.1M | Sell |
|
|||||
|
2025
Q2 | $11.3M | Sell |
|
|||||
|
2025
Q1 | $10.4M | Sell |
|
|||||
|
2024
Q4 | $11.3M | Buy |
|
|||||
|
2024
Q3 | $10.5M | Buy |
|
|||||
|
2024
Q2 | $8.99M | Buy |
|
|||||
|
2024
Q1 | $6.34M | Buy |
|
|||||
|
2023
Q4 | $5.1M | Buy |
|
|||||
|
2023
Q3 | $1.42M | Buy |
|
|||||
|
2023
Q2 | $1.34M | Buy |
|
|||||
|
2023
Q1 | $1.21M | Buy |
|
|||||
|
2022
Q4 | $845K | Buy |
|
|||||
|
2022
Q3 | $774K | Sell |
|
|||||
|
2022
Q2 | $1.12M | Buy |
|
|||||
|
2022
Q1 | $1.2M | Sell |
|
|||||
|
2021
Q4 | $1.43M | Buy |
|
|||||
|
2021
Q3 | $1.05M | Buy |
|
|||||
|
2021
Q2 | $674K | Sell |
|
|||||
|
2021
Q1 | $634K | Buy |
|