Pinnacle Wealth Planning Services’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
Q3 | $1.55M | Buy |
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|
2025
Q2 | $1.42M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $211K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $330K | Sell |
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|
2019
Q2 | $535K | Buy |
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|
2019
Q1 | $501K | Buy |
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