&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 | $1.39M | Sell |
57,009
-16,875
| -23% | -$412K | 0.01% | 830 |
|
|
2025
Q1 | $1.62M | Buy |
73,884
+546
| +0.7% | +$12K | 0.02% | 624 |
|
|
2024
Q4 | $1.72M | Buy |
73,338
+18,030
| +33% | +$423K | 0.02% | 562 |
|
|
2024
Q3 | $1.24M | Buy |
55,308
+23,589
| +74% | +$530K | 0.02% | 486 |
|
|
2024
Q2 | $679K | Buy |
31,719
+10,752
| +51% | +$230K | 0.03% | 445 |
|
|
2024
Q1 | $434K | Buy |
20,967
+8,082
| +63% | +$167K | 0.06% | 296 |
|
|
2023
Q4 | $231K | Buy |
+12,885
| New | +$231K | 0.06% | 248 |
|