Parkside Advisors’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 | $543K | Hold |
22,206
| – | – | 0.12% | 53 |
|
|
2025
Q1 | $490K | Sell |
22,206
-537
| -2% | -$11.9K | 0.12% | 53 |
|
|
2024
Q4 | $527K | Hold |
22,743
| – | – | 0.12% | 54 |
|
|
2024
Q3 | $514K | Hold |
22,743
| – | – | 0.12% | 53 |
|
|
2024
Q2 | $489K | Hold |
22,743
| – | – | 0.12% | 54 |
|
|
2024
Q1 | $470K | Hold |
22,743
| – | – | 0.12% | 57 |
|
|
2023
Q4 | $428K | Buy |
22,743
+3,465
| +18% | +$65.1K | 0.12% | 54 |
|
|
2023
Q3 | $325K | Hold |
19,278
| – | – | 0.1% | 60 |
|
|
2023
Q2 | $337K | Sell |
19,278
-72
| -0.4% | -$1.26K | 0.1% | 56 |
|
|
2023
Q1 | $312K | Hold |
19,350
| – | – | 0.1% | 56 |
|
|
2022
Q4 | $291K | Buy |
19,350
+72
| +0.4% | +$1.08K | 0.1% | 61 |
|
|
2022
Q3 | $272K | Hold |
19,278
| – | – | 0.1% | 47 |
|
|
2022
Q2 | $287K | Buy |
+19,278
| New | +$287K | 0.1% | 47 |
|