Pineridge 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 | $8.73K | Sell |
357
-382
| -52% | -$9.34K | ﹤0.01% | 236 |
|
|
2025
Q1 | $16.3K | Buy |
739
+204
| +38% | +$4.51K | 0.01% | 190 |
|
|
2024
Q4 | $12.4K | Buy |
535
+178
| +50% | +$4.13K | ﹤0.01% | 279 |
|
|
2024
Q3 | $8.07K | Hold |
357
| – | – | ﹤0.01% | 298 |
|
|
2024
Q2 | $7.65K | Hold |
357
| – | – | ﹤0.01% | 319 |
|
|
2024
Q1 | $7.39K | Sell |
357
-1,290
| -78% | -$26.7K | ﹤0.01% | 325 |
|
|
2023
Q4 | $31K | Buy |
+1,647
| New | +$31K | 0.01% | 216 |
|