Patten & Patten’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 | $454K | Sell |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $514K | Hold |
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|
2024
Q2 | $487K | Hold |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $485K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $312K | Buy |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $409K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $221K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $223K | Hold |
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|
2016
Q4 | $211K | Hold |
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|
2016
Q3 | $205K | Buy |
|