Pacific Capital Wealth Advisors’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 | $3.86M | Sell |
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|
2025
Q2 | $3.76M | Sell |
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|
2025
Q1 | $7.81M | Buy |
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|
2024
Q4 | $8.1M | Sell |
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|
2024
Q3 | $8.22M | Sell |
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|
2024
Q2 | $8.19M | Sell |
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|
2024
Q1 | $7.93M | Sell |
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|
2023
Q4 | $7.27M | Sell |
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|
2023
Q3 | $6.56M | Sell |
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|
2023
Q2 | $6.83M | Sell |
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|
2023
Q1 | $6.64M | Sell |
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|
2022
Q4 | $6.29M | Sell |
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|
2022
Q3 | $7.76M | Sell |
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|
2022
Q2 | $9.52M | Sell |
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|
2022
Q1 | $11.5M | Sell |
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|
2021
Q4 | $12.2M | Sell |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $9.82M | Sell |
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|
2021
Q1 | $9.2M | Sell |
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|
2020
Q4 | $11.5M | Buy |
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|
2020
Q3 | $10.1M | Buy |
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|
2020
Q2 | $9.11M | Sell |
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|
2020
Q1 | $7.53M | Buy |
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|
2019
Q4 | $9.2M | Buy |
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