Oppenheimer Asset 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
Q3 | $336K | Sell |
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|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $227K | Buy |
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