Northern Financial Advisors’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 | $343K | Buy |
14,021
+165
| +1% | +$4.03K | 0.26% | 86 |
|
|
2025
Q1 | $306K | Buy |
13,856
+575
| +4% | +$12.7K | 0.25% | 85 |
|
|
2024
Q4 | $308K | Sell |
13,281
-2,616
| -16% | -$60.6K | 0.25% | 91 |
|
|
2024
Q3 | $360K | Buy |
15,897
+318
| +2% | +$7.19K | 0.27% | 86 |
|
|
2024
Q2 | $334K | Sell |
15,579
-3,384
| -18% | -$72.5K | 0.27% | 88 |
|
|
2024
Q1 | $392K | Sell |
18,963
-6,927
| -27% | -$143K | 0.31% | 87 |
|
|
2023
Q4 | $487K | Buy |
+25,890
| New | +$487K | 0.41% | 76 |
|