PEA
Park Edge Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Sell |
39,715
-4,755
| -11% | -$116K | 0.25% | 73 |
|
|
2025
Q1 | $982K | Sell |
44,470
-2,634
| -6% | -$58.2K | 0.27% | 66 |
|
|
2024
Q4 | $1.09M | Buy |
47,104
+31,122
| +195% | +$721K | 0.32% | 58 |
|
|
2024
Q3 | $1.08M | Sell |
15,982
-380
| -2% | -$25.8K | 0.31% | 68 |
|
|
2024
Q2 | $1.05M | Sell |
16,362
-3,162
| -16% | -$203K | 0.32% | 53 |
|
|
2024
Q1 | $1.21M | Sell |
19,524
-5,055
| -21% | -$314K | 0.34% | 40 |
|
|
2023
Q4 | $1.39M | Sell |
24,579
-1,578
| -6% | -$89K | 0.48% | 24 |
|
|
2023
Q3 | $1.32M | Sell |
26,157
-383
| -1% | -$19.4K | 0.48% | 24 |
|
|
2023
Q2 | $1.39M | Sell |
26,540
-2,606
| -9% | -$136K | 0.47% | 21 |
|
|
2023
Q1 | $1.41M | Sell |
29,146
-416
| -1% | -$20.1K | 0.54% | 17 |
|
|
2022
Q4 | $1.33M | Buy |
+29,562
| New | +$1.33M | 0.59% | 19 |
|