Orcam Financial 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 | $1.02M | Buy |
41,716
+5
| +0% | +$122 | 0.89% | 23 |
|
|
2025
Q1 | $921K | Buy |
41,711
+305
| +0.7% | +$6.73K | 0.86% | 24 |
|
|
2024
Q4 | $960K | Buy |
41,406
+6
| +0% | +$139 | 0.93% | 24 |
|
|
2024
Q3 | $936K | Buy |
41,400
+9
| +0% | +$204 | 0.91% | 23 |
|
|
2024
Q2 | $886K | Hold |
41,391
| – | – | 0.95% | 22 |
|
|
2024
Q1 | $856K | Buy |
41,391
+6
| +0% | +$124 | 0.94% | 24 |
|
|
2023
Q4 | $778K | Buy |
41,385
+6
| +0% | +$113 | 0.95% | 22 |
|
|
2023
Q3 | $698K | Buy |
41,379
+6
| +0% | +$101 | 0.94% | 21 |
|
|
2023
Q2 | $722K | Buy |
41,373
+6
| +0% | +$105 | 0.99% | 22 |
|
|
2023
Q1 | $667K | Buy |
41,367
+6
| +0% | +$97 | 0.93% | 20 |
|
|
2022
Q4 | $622K | Buy |
41,361
+9
| +0% | +$135 | 0.96% | 20 |
|
|
2022
Q3 | $584K | Buy |
41,352
+6
| +0% | +$85 | 0.99% | 17 |
|
|
2022
Q2 | $616K | Buy |
41,346
+6
| +0% | +$89 | 0.99% | 17 |
|
|
2022
Q1 | $742K | Hold |
41,340
| – | – | 1.06% | 16 |
|
|
2021
Q4 | $784K | Buy |
+41,340
| New | +$784K | 1.07% | 16 |
|