Oliver Lagore Vanvalin Investment Group’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 | $5.68K | Buy |
+257
| New | +$5.68K | ﹤0.01% | 480 |
|
|
2024
Q4 | $1.67K | Hold |
72
| – | – | ﹤0.01% | 589 |
|
|
2024
Q3 | $1.63K | Hold |
72
| – | – | ﹤0.01% | 593 |
|
|
2024
Q2 | $1.54K | Hold |
72
| – | – | ﹤0.01% | 618 |
|
|
2024
Q1 | $1.49K | Sell |
72
-273
| -79% | -$5.65K | ﹤0.01% | 631 |
|
|
2023
Q4 | $6.49K | Sell |
345
-279
| -45% | -$5.25K | ﹤0.01% | 477 |
|
|
2023
Q3 | $10.5K | Sell |
624
-3,639
| -85% | -$61.4K | ﹤0.01% | 429 |
|
|
2023
Q2 | $74.4K | Buy |
+4,263
| New | +$74.4K | 0.03% | 204 |
|