Northeast Financial 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
Q3 | $50.7M | Buy |
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|
2025
Q2 | $43.8M | Buy |
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|
2025
Q1 | $38.3M | Sell |
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|
2024
Q4 | $40.3M | Sell |
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|
2024
Q3 | $39.8M | Buy |
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|
2024
Q2 | $31.4M | Buy |
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|
2024
Q1 | $29.3M | Buy |
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|
2023
Q4 | $24.6M | Sell |
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|
2023
Q3 | $22.4M | Buy |
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|
2023
Q2 | $20.6M | Buy |
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|
2023
Q1 | $18.7M | Buy |
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|
2022
Q4 | $16.3M | Sell |
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|
2022
Q3 | $20.7M | Buy |
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|
2022
Q2 | $21.3M | Sell |
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|
2022
Q1 | $30.5M | Sell |
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|
2021
Q4 | $32.4M | Buy |
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|
2021
Q3 | $27.6M | Buy |
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|
2021
Q2 | $26.9M | Sell |
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|
2021
Q1 | $26.5M | Sell |
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|
2020
Q4 | $25.4M | Buy |
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