Oakwell Private Wealth Management’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
Q2 | $8.02M | Sell |
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|
2025
Q1 | $7.27M | Sell |
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|
2024
Q4 | $7.71M | Sell |
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|
2024
Q3 | $7.63M | Sell |
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|
2024
Q2 | $7.4M | Sell |
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|
2024
Q1 | $7.17M | Sell |
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|
2023
Q4 | $6.54M | Sell |
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|
2023
Q3 | $5.87M | Buy |
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|
2023
Q2 | $6.07M | Sell |
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|
2023
Q1 | $5.62M | Sell |
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|
2022
Q4 | $5.24M | Sell |
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|
2022
Q3 | $5.2M | Buy |
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|
2022
Q2 | $5.21M | Sell |
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|
2022
Q1 | $6.69M | Sell |
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|
2021
Q4 | $7.07M | Sell |
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|
2021
Q3 | $6.49M | Sell |
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|
2021
Q2 | $6.67M | Sell |
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|
2021
Q1 | $6.32M | Sell |
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|
2020
Q4 | $6.03M | Buy |
|