Noble Family Wealth’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 | $1,000K | Hold |
40,905
| – | – | 0.24% | 39 |
|
|
2025
Q1 | $903K | Sell |
40,905
-843
| -2% | -$18.6K | 0.25% | 39 |
|
|
2024
Q4 | $971K | Hold |
41,748
| – | – | 0.27% | 36 |
|
|
2024
Q3 | $944K | Hold |
41,748
| – | – | 0.25% | 42 |
|
|
2024
Q2 | $894K | Hold |
41,748
| – | – | 0.26% | 42 |
|
|
2024
Q1 | $864K | Hold |
41,748
| – | – | 0.25% | 42 |
|
|
2023
Q4 | $785K | Hold |
41,748
| – | – | 0.24% | 45 |
|
|
2023
Q3 | $704K | Hold |
41,748
| – | – | 0.24% | 43 |
|
|
2023
Q2 | $729K | Sell |
41,748
-309
| -0.7% | -$5.39K | 0.24% | 43 |
|
|
2023
Q1 | $678K | Buy |
+42,057
| New | +$678K | 0.23% | 44 |
|