Petra Financial Advisors’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 | $1.15M | Buy |
47,043
+1,390
| +3% | +$34K | 0.73% | 37 |
|
|
2025
Q1 | $1.01M | Sell |
45,653
-4,473
| -9% | -$98.8K | 0.83% | 29 |
|
|
2024
Q4 | $1.16M | Sell |
50,126
-12,049
| -19% | -$279K | 0.79% | 34 |
|
|
2024
Q3 | $1.41M | Sell |
62,175
-768
| -1% | -$17.4K | 0.93% | 32 |
|
|
2024
Q2 | $1.35M | Sell |
62,943
-25,548
| -29% | -$547K | 0.97% | 33 |
|
|
2024
Q1 | $1.69M | Hold |
88,491
| – | – | 1.24% | 23 |
|
|
2023
Q4 | $1.66M | Buy |
88,491
+165
| +0.2% | +$3.1K | 1.39% | 17 |
|
|
2023
Q3 | $1.49M | Buy |
88,326
+73,293
| +488% | +$1.24M | 1.24% | 23 |
|
|
2023
Q2 | $262K | Sell |
15,033
-84,366
| -85% | -$1.47M | 0.23% | 93 |
|
|
2023
Q1 | $1.6M | Sell |
99,399
-19,026
| -16% | -$307K | 1.59% | 15 |
|
|
2022
Q4 | $1.78M | Buy |
+118,425
| New | +$1.78M | 1.96% | 12 |
|