Per Stirling Capital Management’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 | $1.84M | Sell |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.78M | Hold |
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|
2024
Q3 | $1.74M | Hold |
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|
2024
Q2 | $1.64M | Hold |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $2.06M | Buy |
|