Penney Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
9,816
| – | – | 0.12% | 39 |
|
|
2025
Q1 | $217K | Hold |
9,816
| – | – | 0.14% | 37 |
|
|
2024
Q4 | $228K | Hold |
9,816
| – | – | 0.15% | 37 |
|
|
2024
Q3 | $222K | Hold |
9,816
| – | – | 0.15% | 33 |
|
|
2024
Q2 | $210K | Hold |
9,816
| – | – | 0.15% | 34 |
|
|
2024
Q1 | $203K | Buy |
+9,816
| New | +$203K | 0.15% | 33 |
|