Pinnacle Wealth Planning Services’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 | $1.42M | Buy |
+57,960
| New | +$1.42M | 0.19% | 71 |
|
|
2024
Q4 | – | Sell |
-9,318
| Closed | -$211K | – | 534 |
|
|
2024
Q3 | $211K | Buy |
+9,318
| New | +$211K | 0.03% | 447 |
|
|
2021
Q1 | – | Sell |
-14,034
| Closed | -$213K | – | 1641 |
|
|
2020
Q4 | $213K | Buy |
+14,034
| New | +$213K | 0.05% | 263 |
|
|
2020
Q2 | – | Sell |
-26,286
| Closed | -$268K | – | 284 |
|
|
2020
Q1 | $268K | Sell |
26,286
-480
| -2% | -$4.89K | 0.13% | 148 |
|
|
2019
Q4 | $342K | Sell |
26,766
-1,164
| -4% | -$14.9K | 0.16% | 134 |
|
|
2019
Q3 | $330K | Sell |
27,930
-17,850
| -39% | -$211K | 0.18% | 111 |
|
|
2019
Q2 | $535K | Buy |
45,780
+1,386
| +3% | +$16.2K | 0.32% | 60 |
|
|
2019
Q1 | $501K | Buy |
+44,394
| New | +$501K | 0.34% | 60 |
|