Opus Capital Group’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 | $326K | Sell |
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|
2025
Q2 | $314K | Hold |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $2.85M | Sell |
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|
2021
Q3 | $2.87M | Sell |
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|
2021
Q2 | $3.35M | Sell |
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|
2021
Q1 | $3.39M | Sell |
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|
2020
Q4 | $3.46M | Sell |
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|
2020
Q3 | $3.38M | Sell |
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|
2020
Q2 | $3.17M | Buy |
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