Physician Wealth Advisors’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
Q2 | $549K | Hold |
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|
2025
Q1 | $496K | Hold |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $641K | Sell |
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|
2023
Q4 | $658K | Buy |
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|
2023
Q3 | $585K | Hold |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $557K | Buy |
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|
2022
Q4 | $539K | Sell |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $547K | Buy |
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|
2022
Q1 | $566K | Sell |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $635K | Sell |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.57M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $2.05M | Buy |
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|
2019
Q3 | $1.96M | Buy |
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