PFG Investments’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 | $559K | Buy |
+22,876
| New | +$559K | 0.03% | 483 |
|
|
2025
Q1 | – | Sell |
-8,964
| Closed | -$208K | – | 1088 |
|
|
2024
Q4 | $208K | Sell |
8,964
-21
| -0.2% | -$487 | 0.01% | 887 |
|
|
2024
Q3 | $203K | Buy |
+8,985
| New | +$203K | 0.01% | 891 |
|
|
2024
Q2 | – | Sell |
-235,746
| Closed | -$4.88M | – | 1074 |
|
|
2024
Q1 | $4.88M | Buy |
+235,746
| New | +$4.88M | 0.29% | 71 |
|