Pinnacle Wealth Management Advisory Group’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 | $241K | Sell |
9,878
-987
| -9% | -$24.1K | 0.02% | 331 |
|
|
2025
Q1 | $240K | Buy |
+10,865
| New | +$240K | 0.02% | 310 |
|
|
2024
Q3 | – | Sell |
-10,689
| Closed | -$229K | – | 369 |
|
|
2024
Q2 | $229K | Buy |
+10,689
| New | +$229K | 0.02% | 311 |
|
|
2024
Q1 | – | Sell |
-13,782
| Closed | -$259K | – | 359 |
|
|
2023
Q4 | $259K | Buy |
13,782
+18
| +0.1% | +$338 | 0.03% | 277 |
|
|
2023
Q3 | $232K | Buy |
13,764
+18
| +0.1% | +$304 | 0.03% | 276 |
|
|
2023
Q2 | $240K | Buy |
13,746
+336
| +3% | +$5.87K | 0.03% | 279 |
|
|
2023
Q1 | $216K | Buy |
+13,410
| New | +$216K | 0.03% | 284 |
|