OA
Operose Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
5,740
+4,006
| +231% | +$97.9K | 0.04% | 157 |
|
|
2025
Q1 | $38.3K | Hold |
1,734
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $40.2K | Buy |
1,734
+1,156
| +200% | +$26.8K | 0.01% | 225 |
|
|
2024
Q3 | $39.2K | Hold |
578
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $37.1K | Sell |
578
-150
| -21% | -$9.64K | 0.01% | 272 |
|
|
2024
Q1 | $45.2K | Buy |
+728
| New | +$45.2K | 0.02% | 254 |
|