PDS Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $177K | Buy |
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|
2025
Q4 | $185K | Hold |
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|
2025
Q3 | $181K | Buy |
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|
2025
Q2 | $168K | Sell |
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|
2025
Q1 | $510K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $224K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $265K | Buy |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $270K | Hold |
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|
2018
Q1 | $262K | Buy |
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