North Star Investment Management’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 | $104K | Buy |
4,275
+288
| +7% | +$7.04K | 0.01% | 516 |
|
|
2025
Q1 | $88K | Buy |
3,987
+12
| +0.3% | +$265 | 0.01% | 529 |
|
|
2024
Q4 | $92.1K | Buy |
3,975
+12
| +0.3% | +$278 | 0.01% | 522 |
|
|
2024
Q3 | $89.6K | Buy |
3,963
+24
| +0.6% | +$543 | 0.01% | 518 |
|
|
2024
Q2 | $84.3K | Hold |
3,939
| – | – | 0.01% | 525 |
|
|
2024
Q1 | $81.5K | Buy |
3,939
+12
| +0.3% | +$248 | 0.01% | 539 |
|
|
2023
Q4 | $73.8K | Buy |
+3,927
| New | +$73.8K | 0.01% | 535 |
|