PP
PDS Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Sell |
6,886
-16,211
| -70% | -$396K | 0.01% | 496 |
|
|
2025
Q1 | $510K | Buy |
+23,097
| New | +$510K | 0.04% | 206 |
|
|
2023
Q4 | – | Sell |
-4,417
| Closed | -$224K | – | 377 |
|
|
2023
Q3 | $224K | Buy |
+4,417
| New | +$224K | 0.03% | 277 |
|
|
2019
Q1 | – | Sell |
-4,436
| Closed | -$265K | – | 91 |
|
|
2018
Q4 | $265K | Buy |
4,436
+278
| +7% | +$16.6K | 0.23% | 62 |
|
|
2018
Q3 | $289K | Hold |
4,158
| – | – | 0.25% | 58 |
|
|
2018
Q2 | $270K | Hold |
4,158
| – | – | 0.27% | 56 |
|
|
2018
Q1 | $262K | Buy |
+4,158
| New | +$262K | 0.26% | 54 |
|