Parkside 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
Q2 | $543K | Hold |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $514K | Hold |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $470K | Hold |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $325K | Hold |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $272K | Hold |
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|
2022
Q2 | $287K | Buy |
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