Pathstone Holdings’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
$5.29M Buy
2025
Q2
$4.41M Sell
2025
Q1
$5.03M Buy
2024
Q4
$3.99M Hold
2024
Q3
$3.9M Sell
2024
Q2
$3.71M Sell
2024
Q1
$3.95M Buy
2023
Q4
$3.22M Buy