Pathway Financial 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
Q3 | $470K | Hold |
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|
2025
Q2 | $436K | Hold |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $335K | Hold |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $295K | Hold |
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|
2020
Q3 | $258K | Hold |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $290K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $200K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $8K | Sell |
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|
2017
Q4 | $106K | Buy |
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