ORG Partners’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 | $1.08M | Sell |
44,232
-3,000
| -6% | -$73.4K | 0.23% | 90 |
|
|
2025
Q1 | $1.05M | Hold |
47,232
| – | – | 0.26% | 74 |
|
|
2024
Q4 | $1.09M | Buy |
47,232
+11,952
| +34% | +$277K | 0.15% | 109 |
|
|
2024
Q3 | $798K | Sell |
35,280
-2,715
| -7% | -$61.4K | 0.13% | 121 |
|
|
2024
Q2 | $816K | Buy |
+37,995
| New | +$816K | 0.1% | 170 |
|
|
2024
Q1 | – | Sell |
-35,166
| Closed | -$661K | – | 1000 |
|
|
2023
Q4 | $661K | Buy |
+35,166
| New | +$661K | 0.11% | 154 |
|
|
2023
Q3 | – | Sell |
-35,166
| Closed | -$615K | – | 1578 |
|
|
2023
Q2 | $615K | Hold |
35,166
| – | – | 0.1% | 185 |
|
|
2023
Q1 | $569K | Buy |
+35,166
| New | +$569K | 0.14% | 106 |
|